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The Quadrangle of Trust: Claim Your Seat at the Table as a Professional Notary Public

 

You’ve probably never heard of the Quadrangle of Trust. I made it up last year. 

 

I made it up because there is an insider term called the Triangle of Trust that consists of the three most trusted advisors for consumers;  Attorneys; Tax advisors (CPA); Wealth advisors (Financial planner). 

 

All of these advisors make important additions to anyone’s advisory team, but to me, the missing piece, the crux, if you will, was the fourth leg of the table-the notary public. Which makes this triangle of trust...

The Quadrangle of Trust.

 

As notaries public, we’re not advisors. In fact, we spend most of our career avoiding advice of any kind. 

 

It’s outside our purview. 

 

And still, simply because of the office we hold as a notary public, we have the trust of the public. Which makes our referral list extremely valuable. 

 

Notaries get in more doors than any salesman (or advisor) ever will. In fact,...

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The Secret Tool For Notary Success

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...
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