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The Secret Tool For Notary Success

Dec 08, 2023

You may be hoping I'm going to share the super-shiny doo-hickey thinga-ma-bobber that will make it rain clients and appointments for your notary business.

I am not going to do that and it doesn't exist. At least not yet, anyway (but we're working on it!).

I'm talking about your referral list. 

This is your list of people, brands, and services, that you enjoy working with enough to refer them to other people in your network. 

I liken it to Oprah's list of her "Favorite Things."

Having a list and referring to your network makes you a resource. 

Being a resource to your network will help you stand out more than anything else.  

You're an active citizen living in your city/state/country/world and you've garnered some experience, wisdom, and favorite things through life. 

Who Can Be Added to Your Referral List

Here are some examples of who can go on your list of favorite things/Referral List:

  • Real Estate Agents
  • Loan Officers
  • Estate planning firms
  • Attorneys of all kinds
  • Handyman
  • Hairstylist
  • Breakfast Joint
  • Coffee House
  • Book shop
  • Romantic Restaurant
  • Best Sunset View
  • Meeting Room
  • Networking Group
  • You name it!

Where do you spend money? Who have you hired? Where do you dine? Start there. 

Once you have your referral list, keep it front and center and always be adding to it. You can never have too many referral options on your list. 

In fact, I just wrote an article about having an unlimited referral list and you can read it here.

Be On The Look Out (BOLO)

You always meet new people, go to new places, and try new things.

Then, LOOK for ways to use it!

On social media, my network is constantly posting for referrals by writing, "ISO best Thai restaurant in Phoenix," or "ISO honest mechanic in Anacortes," or "ISO Real Estate agent that specializes in Bellingham."

These opportunities to be a resource aren't only online either. They come up in conversations, appointments, while standing in line, and even while dining in restaurants. 

I still get text messages from old friends for suggestions on breakfast burritos, specialists of this or that, or martinis. I've always "got a guy/gal for that."

Being a resource is just another way to keep yourself top of mind. 

People Already Trust You

Notaries are uniquely positioned for quality referrals because the trust barrier is already removed. We hold a position of inherent trust. This comes with great responsibility, which is why you carefully craft and curate your referral list. 

And as your business progresses and your network elevates, this habit of referrals will be your secret ingredient to success. 

There's an art to the introduction too. I wrote an article about that here

A widget isn't going to save your business or create wealth. Smart work and a smarter network will. 

These principles of relationships and helping your network succeed is age old wisdom. It works. 

Three Steps to Get Started Now

  1. Write or type up your referral list right now.
  2. Keep it with you at all times. This is easy with phones and cloud storage.
  3. Add to your list regularly. A good rule of thumb is that if you left a particularly great tip, or you were compelled to write a five star review, they probably deserve a spot on your referral list. Thing of people and brands you've loved to work with. Who has helped you? 

It doesn't have to be a beautiful list. No one else has to see it. It's to prompt and remind you when members of your network need help with a connection or a resource. 

All you have to do now is help people get what they want. 

Bill Soroka is on a mission to help mobile notaries serve more clients, make more money, and build a business that thrives beyond loan signings, self-reliant & untethered to the housing industry. You can join him with the most committed notaries on earth in the Notary Business Builder learning community. 

🥅With a few weekly activities, you could be on your way to MORE estate planning attorney clients. I created a small guide I call, Daily Do’s to Amplify Your Marketing to Estate Planning Attorneys. 🔊

Get the exact steps you need to connect to your dream clients today!

Download the FREE guide here

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