The Top Five Reasons to Become a Certified Notary Trust Delivery Agent

I collaborated with two of my favorite friends and colleagues, Laura Biewer and Jennifer Neitzel, to create the Certified Notary Trust Delivery Agent program (CNTDA) for three main reasons: 

1. With the slow down in refinance/mortgage transactions, notaries needed another source of revenue.
2. Even though we've been advocating for the shift to estate planning and living trust presentations for two years, most notaries didn't make a move because they didn't know how to do it. 
3. And, after talking to hundreds of estate planning professionals and attorneys, it was clear there was a major gap in three arenas that had to be addressed: Awareness, Skill, and Communication. 

The Certified Notary Trust Delivery Agent program bridges all three of those gaps with the industry's most comprehensive training and certification program designed just for notaries. 

The notaries that take the course and...

Unlock Your Potential at the Philly Notary Social 2023

A Unique Gathering of Mobile Notaries and Loan Signing Agents

Mobile notaries, trust delivery agents, wedding officiants, and loan signing agents, imagine an event that offers transformative experiences, that cultivates relationships, and catapults your career to new heights. That event exists, and it's called Philly Notary Social 2023.

Philly Notary Social: More than Just an Event

Philly Notary Social is more than just a scial gathering of fellow nerdaries – it’s an annual phenomenon that transcends ordinary professional meetings. For three days, from September 29th to October 1st, notaries from across the country convene to share ideas, challenge assumptions, and chart a new course for success. All while having fun together! 

Learning from the Industry Titans

There are two full days of learning, guided by some of the industry’s most seasoned professionals. These titans of the trade come from the East...

The word 'client' and 'customer' gets used interchangeably in our notary industry, and there's nothing wrong with that. 

But it's confusing at times.

If one word works, why use two, right? 

But I find myself doing it too. Customers...clients...semantics, right? Well, words do matter, so I looked at how I operate in my own business, and here's what I found:

As it turns out, I don't use client/customer interchangeably. A client is a client and a customer is, well, a signer. 

Define the difference between a client and a customer

In my business, as both a mobile notary, loan signing agent, trust delivery agent, and signing company owner, I created my own definitions for client and customer. Maybe these will help you too.

A client is a person or company that hires me on a regular basis, with expectations of a certain standard of care, an understanding of processes, and some sort of financial agreement in place, to provide my services to their customers/clients. An example...

I avoided using traditional sales language like, "leads," "pipelines," and "prospecting" when first started coaching notaries through my courses and books, and I think I've done you a great disservice. 

Sales are a major part of any business, including a service-based one as a mobile notary and loan signing agent. No revenue, no business. 

I knew how turned off I got when people used "salesy" terminology that sounded like work-uncomfortable work at that- and I tried to shield you from that experience. 

But it's not real. 

We have to get over it and move past the semantic aversion to all things salesy. 

If you want your business to thrive, you have to sell. Everything is sales. 

Your smile.

Your style.

Your skills. 

And it's a numbers game (don't let anyone, including yourself, tell you otherwise). You must put yourself in front of more prospects to get more business. 

Your results this month are directly proportional to your efforts 30-90...

Have you ever needed a notary "buddy" you could rely on for referrals, but were concerned about the quality and professionalism you might encounter? 

I know I did! 

That's why I am so proud of the new notary directory we built and released in early 2023, Gotary.com.

This is an exclusive resource that we use to promote the best notaries in the world: our members of the Notary Business Builder program (NBB) and the all new Certified Notary Trust Delivery Agents (CNTDA). 

I literally talk to estate planning attorneys and other professionals everyday, advocating the strength and professionalism of our notaries. 

Already, signing companies and law offices are choosing Gotary as their first stop when looking for  credentialed professionals as an extension of their brand in the servicing of their clients. 

Who are credentialed professionals?

First and foremost, they are notaries!

But they could also be fingerprint technicians, wedding officiants, field...

Have you ever felt completely overhwelmed by all the hats you have to wear as a notary entrepreneur? 

• We have to be bookkeepers, remembering to send invoices, track mileage, and report expenses. 
• We have to constantly be building deeper relationships with our current AND prospective customers. 
• Methodical posts to social media. 
• Constant updates to our Google Business Profile. 
• Staying in touch with our network to keep us top of mind. 

The list goes on! And on...and on...

It's a lot to manage, for sure. 

Worth it, of course, but it can be like juggling spinning plates with rotating blades. 

Ouch! 

I was about to quit my notary business because I started losing sleep at nght because my mind obsessed over all the things I had to do...and wasn't doing. 

The detail work is NOT my strength. 

And not doing them, letting them build up, sucked the joy right out of my business. 

I didn't know how to hire someone else to help me at...

Recently, I teamed up again with Laura Biewer and Jennifer Netizel to deliver the free webinar training, The Next Big Boom For Notaries: Living Trust Presentations. 

We had over 300 notaries on the live training, and hundreds more have watched the replay. 

You can watch it here

We created this free training, along with the new certification program, because the three of us LOVE presenting trust documents (for lots of reasons). But we also fully recognize that the market has shifted and notaries are hungry for a new opportunity. 

What if notaries could build a revenue stream that didn't rely on the housing market or interest rate levels? 

What if there was a way for notaries to make money that didn't depend on market trends and cycles? 

Well, it's with estate planning documents, and in particular, living trust presentations! 

We call the role a "Trust Delivery Agent" and it's very similar to the work notaries already do in their role as "signing...

The world’s largest advanced-level notary collaboration just became more accessible than ever before. 

Listening to feedback from notaries across the country, me and my fellow founders of the Notary Business Builder learning community (NBB), Laura Biewer and Jennifer Neitzel, have officially made the advanced mastermind program available separate from the TOMM app by Notary Coach. 

What does this mean for notaries who want training and support? 

It means you can gain access to some of the best teachers in the industry, as well as their online courses & technology, and their live teaching classes every month for a fraction of the original cost of membership. 

You can now purchase NBB and TOMM separately! And even if you decide to buy them both, it still costs less than before. In fact, the Standard version of TOMM (the only app that helps notaries get new customers) is FREE! You can get TOMM here. And if/when you’re ready, you can easily upgrade...

You can listen to this blog on YouTube here

Through 26 business failures, I tried my share of network marketing opportunities. 

Aside from Primerica and Legalshield, I wasn’t good at any of them. And even with those two, I was mediocre at best. I just happened to love the insurance products from those two companies, so they were easier to talk about.

And that ended up being a huge realization for me. 

I’d get so enrolled with the vision, falling in love with the potential of the opportunity (a total reflection of my dating life at the time too), and daydreaming about:

• Having freedom and flexibility to do what I want, when I want;
• Making unlimited income, easily;
• And finally being able to call myself a successful business owner. 

And then reality hit. 

The top three reasons I failed at network marketing:

1. I tried to sell stuff I didn’t really believe in, so I shied away from talking to anyone about them.
2. And, even if I loved the product, I...

The Legacy & Libations Call is on Hold at this time. You can still watch the replays and you can still tap into the amazing value at My Life and Wishes.

This is a super chill call/show/training designed to help you progress on your own personal estate planning process. 

Why work so hard to build wealth and a legacy if we don't protect it, right? 

So here's what the call looks like in its first iteration:

We kick off the call with a value-packed conversation (count on some cheesy jokes and dark humor too) between Jon and I, or one of our estate planning attorneys, or a passionate professional from the industry. 

Then, segway to a quick, yet deep, lesson on the My Life & Wishes legacy vault. Part of the reason we're hosting these weekly calls is so you have some support in making progress on your estate planning. This legacy vault keeps all your "stuff" in one, highly secure, digital place. 

We'll then close out each call with a live Q & A where...