Pivot Or Quit It:

A Notary’s Guide to Untethering From The Ups & Downs of Mortgage Interest Rate Cycles And Shifting Attention to The Steady & Secure Realm of The Estate Planning Industry

Written By Bill Soroka, Notary Coach 

 

The writing is on the wall for loan signings. 

Where there was once the constant ring and ding of our phones as loan signing appointments practically fell from the sky due to record-low interest rates, there is now silence. But just because mortgage rates are on the rise and refinances have ground to a halt, doesn’t mean your notary business is dead. It’s quite the contrary. Loan signings may lie dormant for the time being (they’ll erupt again, don’t you worry!), but as it turns out, there is life and opportunity for notary entrepreneurs beyond loan signings. You don’t have to wait for another pandemic surge to boost the housing economy again. The public is primed and ready for your services. 

It’s the Best Time in History to Be a Mobile Notary

There has never been a better time to be a mobile notary than right now, in the convenience economy. For real. Most consumers today value their time and energy more than their money. How do we know this? Results. And results don’t lie.  

Check it out:  

We (because we're consumers too) love convenience. Convenience and ease of use has given rise to companies like Netflix (why leave the house to watch movies? Buh-bye Blockbuster); Uber & Lyft (why hunt down a taxi cab anymore?); And look at all the food and product delivery companies!! Americans would rather pay a fee for ice cream, marijuana, or cotton balls to be delivered to their front door rather than leave their house.  

Some 112 million people in the U.S. have tried food delivery services and many spend an average of $1,800 a year on it! 

For many, it’s worth the premium pricing for delivery & convenience of your services because no one wants to: 

• Fight traffic;
• Hire babysitters;
• Request time off of work;
• Play hit or miss with the on-staff notary at banks and shipping centers… just to sign papers anymore, no matter how important.  

They want convenience. They want fast & easy. And that’s the gift, and the real value you provide as a professional mobile (or remote) notary-convenient access to essential services.  

Even without all the mortgage refinances from yesteryear, it’s estimated there are still three-quarters of a billion documents notarized every year. That’s a huge pie!  

And since I knew my signing business would need to pivot, I recently went down the rabbit hole to learn how I could carve out my next slice of that 750-million-document-pie and I’m sharing that journey with you today. 

There are dozens of specialties a mobile notary could focus on. In fact, along with Laura Biewer, I wrote a book literally titled “Beyond Loan Signings: The Ultimate Guide to Monetizing Your Notary Commission Through Specialty Work,” that highlights many of them.  

A few examples of Specialty Notary Work are: 

• Medical facilities
• Jailhouse work
• Cannabis industry 

But the opportunity that grabbed my attention the most is in the estate planning industry performing living trust presentations, a role we have since coined as “trust delivery agent”. 

A trust delivery agent is a credentialed notary that has undergone advanced training to better serve the public and estate planning professionals in the skillful presentation and execution of trust documents. 

I had already completed dozens of these appointments throughout the years and already appreciated them for several reasons.

Three Big Reasons To Fall In Love With Trust Delivery Work:

1. The mood and energy at these appointments is usually relaxed and casual as families finally gain peace of mind knowing their affairs are in order. 
2. There is little-to-no printing required. The signers usually have all the documents sent directly from their attorney or downloaded from the internet. 
3. The bundled fees for full trust delivery are usually as much or more than loan signing appointments (often averaging $100-$300 per appointment). 

I knew appointments like these could replace my loan signing revenue. So the question I asked myself in December 2021 was, “How could I get more of them?”

That’s when I stuck the Post-It notes to the wall and set out to make an estate planning attorney marketing plan that would ultimately yield an average of $2,000 a week in trust delivery revenue. And that, my friends, is a six-figure business plan ($104,000 per year)! 

 

How to Get More Clients Like This

The first thing I did was get clear on the exact type attorney client I wanted to work with. At the time, I was running my signing company, taking my own personal appointments, plus running all the programming and courses at NotaryCoach.com. I wasn’t interested in chasing down $80 appointments from grumpy or disorganized attorneys that didn’t really appreciate my value. 

I created an ideal customer avatar that represented exactly who I would want to work with every day and it gave me a great baseline to help make decisions later on. This might seem hard to believe right now, but you will not want to work with every attorney you happen across.  

Using simple internet searches, I then built a list of hundreds of potential prospects in my service area. I chose to focus on a high net worth area of my city because I wanted to work with the attorneys that catered to that crowd. After I researched and eliminated those attorneys that didn’t seem to fit the dream avatar model, I ended up with a list of 307 attorneys that I began reaching out to using only LinkedIn and email.

Yes, it was nerve-wracking. No, I didn’t know what to say at first. I hadn’t written a book about this yet, and in fact, no one in the notary world had yet either. I had to tinker with the words and the messaging. Sometimes I was too direct and too salesy. Sometimes I beat around the bush too much. At times, I struck a nerve, and other times, I struck a chord. 

I sent 307 emails or messages, and guess what, 60% of the attorneys I reached out to never even responded to me! That means, 209 attorneys either ignored me completely, or just didn’t see my messages and emails. Can you believe that? 

But, 98 of them did respond. 

If we were playing baseball, I would have had 307 at-bats and only 98 hits. Yet, my batting average would still be .319, well above the Major League Baseball average of .250, and I’d be ranked 47th for batting average in the history of MLB (tied with Ken Williams). 

I struck out 209 times! And still, I’d be ranked in the top 50 players. By comparison, Ty Cobb, ranked as the player with the best batting average in the history of baseball, sits at .366. 

Why is that important?

You don’t have to have it all figured out before you start. You don’t have to be perfect. And you certainly don’t have to hit a homerun every time. You just have to get in the game! 

Through those 98 conversations, those “hits” taught me about marketing to estate planning attorneys. I learned about what they wanted, what they didn’t want. And most importantly, it led to four “home run clients” of my own. Four clients, six figures.  

Throughout this report, I’ll share these insights gathered during my 90-day marketing blitz to estate planning attorneys. 

This is what you need to know because this is exciting:  

Ultimately, I landed four stellar attorney clients that were driven by a vision greater than themselves to make a positive impact on the world, and they recognized the value I could bring to the table to help make that vision a reality faster and easier, and they had the signing volume to keep me busy (and paid). In fact, those are the first and three greatest key lessons I learned through this entire experience. 

Let’s look closer at those lessons and much, much more.

The Top 25 Lessons I learned While Marketing to Estate Planning Attorneys:

1. It’s easier to work with an attorney in possession of a higher vision for themselves and the positive impact they're trying to make in the world. People like this are driven, resourceful, and motivated to help others while simultaneously making their dream a reality.

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2. Find an attorney that recognizes the value of the services you provide to help them accomplish the vision they have for themselves and their clients. If they’re driven by a higher vision, they’ll likely recognize that a professional mobile notary can literally double their impact (and their income). When an attorney recognizes the value you bring to the table, there is mutual respect, camaraderie, healthy boundaries, and a willingness to pay a fair fee.

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3. Ideally, you’ll want a client that produces enough trust delivery volume to command your time, energy, and resources. Just a few of the right clients, with enough volume, can change your life. Remember, I only landed four regular clients but they recognized my value to the relationship, and were willing to pay fees between $250-$400 per appointment, AND they had the volume to make that worthy of my attention. 

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   You need the ideal client trifecta (The Three V’s): Vision, Value, Volume. 

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4. All that said, value is in the eye of the beholder. Not every law firm will find value in your services and that is okay. Don’t focus too much on these prospects. Let it go and move on to the next possibility. Remember, you only need three or four of the right clients to say yes. And, as a PS:  I recommend staying in touch with people who initially reject your services anyway. Minds and circumstances change everyday! Timing is everything. 

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5. Many attorneys are not aware there is an entire industry of professional notaries ready, willing, and trained to be of service. You may have to educate them about what you do, why you do it, and the extraordinary steps you take to train and serve. Take your time, be patient, and connect all the dots.

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6. A solopreneur attorney isn’t unlike you. They face business growth challenges too! Law school doesn’t teach them about websites, search engine optimization, review-getting strategies, networking skills, or much of any business acumen at all. This creates an opportunity to share some of your resources, your training, your skills, and most importantly, your network. What and who do you know? Think outside the box and find ways to help them succeed!

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7. One of the greatest gifts I’ve discovered in my work with estate planning attorneys is that they are often passionate about the work they do to help others. In fact, they often have a heartbreaking or heart warming story that guided them to this particular legal niche. Ask them about it! You will likely empathize and relate.

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8. There are some attorneys who are in alignment with your values and style, and others who are not. And that’s why you’ll find there will be attorneys you want to work with, and many that you will not want to work with. That’s why I’m a proponent of getting super clear about what works for you and what doesn’t.

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9. Most estate planning attorneys are highly visible and easy to find via Google, attorney directories, and LinkedIn (Linkedin is a goldmine!). I have found that the most visible attorneys are the “hungriest,” and that can make them easier to have a conversation with (at least). 

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10. While it can be argued that no one likes a bunch of sales emails, attorneys in particular don’t appreciate automated, robotic, emails that spam them with sales and vendor opportunities. On the other hand, highly personalized emails and LinkedIn messages, tailored specifically to something you know about them, get a higher response rate.

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11. In that same vein, many professionals do appreciate persistence and consistency. Attorneys are busy, they’re on tons of platforms & directories, and they fall behind in communications at times. Plus, they are inundated with people marketing to them everyday. So here is your gem: The sales process with estate planning attorneys will take more time than you’re expecting (sometimes up to one year!) Be patient with the process!

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12. Take great notes! As you prospect estate planning attorneys, you’ll likely be conversing on various platforms, like LinkedIn, email, text, Zoom, in-person meetings, and phone conversations. It’s impossible to remember all the details, especially with the prolonged sales process I mentioned before. When you keep good notes, you can quickly refresh your attorney on what you discussed in prior discussions and you can pick up from there. They may also have given you key insights into how to bring the most value to them and their firm. 

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13. The faster you can take your online connection to an offline meeting, the stronger the relationship can be. As you connect with attorneys, include a call to action that gets them on the phone, on a zoom, or sitting down in their office (or coffee shop).

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14. The fastest way to earn an attorney’s loyalty is to bring them a client. Attorneys are no different than you. They’re providing a service and running a business, likely tied to a goal or a dream. If you can make that happen faster by introducing them to a potential client, you’re in! This is a true win-win-win! 

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15. Brand reputation is extremely important to attorneys. These professionals get their clients the same places you do: either through online visibility or through their relationships. Negative reviews or damaged integrity can hurt them significantly so they often hesitate to hire contractors or vendors like notaries. That’s another reason it’s so important to get the meeting. Show them what you’re all about!

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16. Personal referrals from other attorneys hold a lot of weight.  If you’re already working with estate planning attorneys, ask them for a referral to their colleagues. It won’t guarantee that they’ll work with you, but you’re likely to at least get a meeting or a conversation. 

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17. Many attorneys are shifting from traditional office space to virtual offices. In many cases, this means they need boots-on-the-ground mobile notaries that can facilitate their appointments. They need you!

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18. While highly skilled in their field, many attorneys may not be up-to-speed with notarial law. This means they may use non-compliant certificates, or engage in practices that are not in alignment with the law or best practices. You have an opportunity to demonstrate tact, grace, and expertise in these situations. 

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19. Some attorneys, and even signing services that are now tapping into this field, will send only the signature pages and the notarial certificates for an appointment. This feels efficient and appealing, but in many states, you are required to check the notarized document for completion. Not doing so is out of integrity, and isn’t integrity what this role as notary public is all about? Which brings me to the next lesson…

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20. Avoid the steamrollers. You have to trust me on this. You don’t want to work with every attorney. Some are rude. Some are disorganized. Some are lazy. Some are on a power trip and will try to force you to do things that are outside your scope or even outright illegal. These are the steamrollers. They’ll try to make you feel stupid or inferior. It’s okay to walk away from them. There are plenty of amazing estate planning attorneys with the 3-V’s: vision, value, and volume, to keep you going. 

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21. Once you start connecting with estate planning attorneys, they will check you out on LinkedIn. Make sure your LinkedIn profile is optimized, professional, and something you feel proud of! 

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22. Use your email signature to sell your amazingness. Your email signature is the secret sauce to sharing information about yourself that might sound like you were bragging or selling if it were anywhere else. Use that critical space to highlight and differentiate yourself! 

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23. Many of these attorneys haven’t even considered that their clients may not want to come into their office to sign documents. Like I said earlier, this is an old fashioned industry that is used to clients coming into leather bound offices surrounded by mahogany desks. Clients no longer want to fight traffic, take time off of work, or hire babysitters just to sign documents. They want convenience! In the legal marketing industry lingo, this is called “product-market fit”, and most attorneys are missing the mark on this. Their clients want something (convenience) that they aren’t providing. THIS is your opportunity to help attorneys serve their clients the way they want to be served. 

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24. You may encounter attorneys who have tried using mobile notaries in the past and have been disappointed in their performance. In fact, this is one of the biggest reasons that we created the most comprehensive estate planning training for notaries, the CNTDA program. To put attorneys like this at ease, you can discuss your advanced training, certifications, and commitment to excellence. 

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25. Dress up a notch when visiting attorney offices or facilitating their appointments. For my first meeting with a high performing attorney in Phoenix, he eventually recognized the value I could bring to his decamillionaire clients and agreed to pay my fee of $400 per appointment as long as I wore a sport coat. There’s not much I won’t wear for $400 an hour, so we made the deal 

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So...

• If you understand the trust delivery opportunity is available to you in your state (because it is);
• And you know that after reaching out to 307 estate planning attorneys you may engage in 98 conversations;
• And you know that from those 98 conversations you may very well meet four or five estate planning attorneys that have the vision, value, and volume to provide you $2,000 per week in additional revenue;
• And you know you can experience more joy, more purpose, and more security knowing your business is untethered to interest rates…

Then my question to you is: How bad do you want this?

Can we get real for a minute?

If you know that if you have enough conversations with prospects it will result in potential revenue that could change your life, then how many estate planning attorneys are you willing to talk to?

Do you just stop at 98 conversations?

What happens when you keep going and TRIPLE that number and talk to 294 estate planning attorneys?

Extrapolate the possibilities. If four dream clients result in $104,000 per year in revenue, what could twelve dream clients create? Would $312,000 in additional revenue make a difference in your life this year?

What’s stopping you?

 

Start Marketing to Attorneys Now (This is urgent-times are a-changin’):

Here’s your five step quick start plan for marketing to attorneys:

1. Schedule time for attorney prospecting every week.
2. Get clear on your ideal client. Remember, with clarity comes customers. 
3. Create a “Fab 100” list of attorney prospects in your area and research them a bit. If you don’t have 100 attorneys in your small town, start with what you’ve got and expand to trust companies (there are many), paralegals (different names in different states), and the general public via Search Engine Optimization, etc.  
4. Reach out and connect to your prospects. 
5. Remember that the attorney sales process is longer than you think it is so you have to follow-up and stay in touch. 

 

Are You Still Afraid of Failing At This? 

I get it! Change is scary on its own, but when you combine that with new territory, like estate planning documents, and intimidating attorneys, it can feel overwhelming. If you’re still concerned about your skills and competency with estate planning documents, or what to say to attorneys when you reach out or get the meeting, I have a solution to help with that too. 

Let me show you how we help notaries make the pivot to living trust presentations and secure a business that thrives no matter what the economy is doing. 

For exact strategies to cultivate authentic relationships with estate planning attorneys, have those powerful conversations, and maximize your value with supreme document knowledge, check out the Certified Notary Trust Delivery Agent (CNTDA) program I created with industry titans, Laura Biewer and Jennifer Neitzel, at www.NotaryCoach.com/cntda 

The three of us were recently featured as the headliners of the National Notary Association’s Fall Success Summit, where the Certified Notary Trust Delivery Agent program was the hot topic of conversation. 

Why is trust delivery so important to notaries right now? 

Phones are quiet. Notaries are scared. You love your business, but you’ve been trained and habituated into waiting for the phone to ring & ding from signing services and title companies as loan signings rained from the sky. What do you do now that loan signings have slowed? How do you find enough volume to replace loan signing revenue and support you, your business, your family, and your dreams? 

Here’s how you replace loan signing revenue: Look at the trust delivery opportunity. 

I already shared with you that there are over 200,000 estate planning attorneys operating in the United States, with an estimated 5,000 more of them graduating from law school every year. 

Why so many attorneys? 

Beyond the fact that many of them have a moving and passionate story about why they become estate planning attorneys, it’s also just good business. There are plenty of prospective clients. In fact, depending on which statistics you want to believe, there are somewhere between thirty million and one hundred eighty million Americans that need an estate plan, but don’t have one…yet. 

That’s a lot of prospects!

The pandemic has shifted the mindset about estate and legacy planning. We used to think it was only for senior citizens and the wealthy. But that’s simply not the case. Nearly any adult with stuff, kids, pets, or last wishes or principles on life and death, need documents to secure their decisions. Younger generations are thinking about this more and more, securing their legacy, choosing green burials, and planning for their children’s futures. 

And most of us only think about death when we think of estate planning. But, incapacitation is a bigger culprit to be thinking of. What if you don’t actually die, but you’re unable to make your own decisions. Things like a Last Will & Testament don’t work in those situations. You need more. The pandemic visions of patients being intubated or comatose raised awareness of just how fragile our capacity can be. 

Estate planning is more top of mind now than ever before in history. 

And luckily, there is an army of estate planning professionals educating the public and providing these important services and documents. The good news for notaries like you and me is that much of this paperwork requires notarization. 

Talk about job security! 

As notaries, we often help people on their best days and their worst. Trust delivery appointments often fall on both sides of that fence. Some appointments will be scheduled well in advance with families taking proactive efforts to protect themselves. Others will be scrambling to get documents in place as they face an emergency. One thing is clear though, they’ll need you to be on your a-game, prepared, knowledgeable, and ready to serve.

 

Boost Your Competence and Your Confidence

We built the Certified Notary Trust Delivery Agent program in conjunction with an attorney advisory team. They told us what they wanted and needed, plus we integrated years of additional professional experience into creating the absolute most comprehensive training program just for notaries working in the estate planning industry. 

Here’s exactly what you’ll learn in the CNTDA program:

• The full scope of the trust delivery opportunity
• How do to identify your ideal attorney client
• Where to find your ideal clients
• What to say as you market to and build relationships with estate planning professionals
• How to attract members of the general public that have chosen not to use an attorney (we call them DIY clients and there are millions of them!)
• How to elevate from notary vendor to notary partner
• How to briefly describe documents to signers
• How to properly execute documents
• Understanding etiquette and relationships when the attorney is at the table
• Building your fee structure and pricing strategy
• Blending ethical standards into your practice

In addition to the content of the on-demand video lessons, we include additional teaching material and articles to help with communication skills, deeper emotional intelligence, and more to help you elevate your client relationships. 

Get Trained & Certified Here: www.NotaryCoach.com/cntda 

 

But don’t just take my word for it. Look what graduates of the program are saying:

• “Wow, this is so powerful!! Thank you for teaching me something new. I will work on this.”-Nikki
• “I love how you've thought of it all! You've taken away my guess work. Thank you for the empowerment and wealth of knowledge!”- KS
• “This is great! Bill, Laura, Jen... Thank you for creating this course.” - Kisha
• “Thank you so much for developing this course! Very comprehensive and presented in a clear and concise manner. I have done a few Living Trust signings and have my own Living Trust plan, but I learned so much information I did not know I needed to know! Thanks for your dedication and expertise.”- Louise
• “Thank you for creating this course.”- Kristi
• “I am glad I found this program. Can't wait to get started. The instructors are amazing and they truly care about their students. They are always there to help you on your journey to success. Another game changer!”- Geneva
• “This is a treasure trove of information to digest!”- Claire
• “Another GREAT lesson here. I'm starting to feel that I finally found my notary niche.”-Alethia
• “This template is gold!” A.H.
• “Fantastic information and ideas. Thank you so much!”-Jonathan
• “I passed the exam! Thank you Bill, Laura and Jen for a fantastic course! I feel more secure in approaching attorneys to perform these types of signings now.”- Monique

 

So, what is a Certified Notary Trust Delivery Agent?

 A Certified Notary Trust Delivery Agent (CNTDA) is a credentialed notary that has undergone advanced training and testing to better serve the public and estate planning professionals in the skillful presentation and execution of trust documents.

Here’s Exactly What You Get With the CNTDA Program:

• Access to 45+ On-Demand Video Modules 
• Multiple Downloads and Bonus Material, Including Sample Documents and Scripts
• Direct Support From Jen Neitzel, Laura Biewer, and Bill Soroka (Me) in The Comments Section and Via Email
• Certification Exam at the End of the Modules (85% or better to pass, take as many times as you need)
• One-Time Certification Only! No Annual Recertification Requirement
• Receive a Certificate and a Digital CNTDA Badge Upon Successful Completion of Program
• Lifetime Special CNTDA Profile on the directory of the world’s best notaries, Gotary.com

All of this for less than the fee you may collect for one single appointment. 

Get Trained & Certified Here: www.NotaryCoach.com/cntda 

But we also wanted you to have more continuing education, so we added regular ongoing training calls to help give you different perspectives and strategies to help you implement what you learn in the CNTDA program. 

Every week, the founders of a nationwide estate planning firm share insights and strategies to help boost your conversational aptitude and answer your questions about recognizing opportunities within the industry. 

Twice per month, the CEO of My Life and Wishes (an online digital storage service), shares his insights into how to market to estate planning attorneys. Those are his ideal clients too! 

And, speaking of My Life and Wishes, as a CNTDA member, your bonus for taking the time to read this free report is lifetime access to your very own My Life and Wishes account, valued at $697. 

This online legacy vault is called “the missing piece to an effective estate plan” for a reason. With military-grade security, you can store all your important documents, passwords, banking information, wishes, and even legacy videos to those you love. This is the exact legacy vault that estate planning attorneys across the country use for their clients!  

All of this for less than you’ve spent on Starbucks or food delivery this year. 

Get Trained & Certified Here: www.NotaryCoach.com/cntda 

 

Aren’t Certifications Just A Bunch of B.S. Anyway? Why Bother?

If that thought has crossed your mind, you are not alone. In fact, I used to be opposed to them too. Especially because I was clearing six figures as a loan signing agent before I even knew there was a certification program for it. 

But look what happened when I got my NSA certification: I was able to expand my client base beyond my escrow direct clients to signing services, which ultimately led to doubling my revenue. Plus it opened doors and introduced me to a whole new notary community and the creation of my own signing company.

Very few certifications in business are actually required. So why have them at all?

Why does Google offer certifications on their programming or business functions? Why is there a certification for baby shower event planning? Or being a Certified Happiness Coach? Being an Excel expert? Or, the $3,600 Servant Leadership Certification from Cornell University?  Or, perhaps my next certification, as a Certified Beer Judge? 

Why get certified in anything? 

Because certifications help professionals stand out in a sea of sameness. Not only do you gain the skills & expertise from the actual certification program, but you have a credential to use to spark conversations that not only open doors, but even kick down doors to prospects and opportunities. 

 

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Being certified as a trust delivery agent is NOT required to do this work. But just because any notary could do this work doesn’t mean every notary should do this work. 

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There’s a lot at stake here. Estate planning documents are important, and because of the nature of their use, errors may not be discovered for years down the road. 

Your commitment to ongoing and advanced training through the CNTDA program will help mitigate the risk of making mistakes and it will help you build and deepify relationships with your ideal clients. 

 

What does it mean to deepify relationships? 

When you deepify relationships, you make an UNREASONABLE effort to connect on a deeper level, stay in touch, and demonstrate to your network (both professional AND personal) that you care about them. It’s okay if you’ve never heard that word before. I made it up. I like to coin words (and it drives my editor C-R-A-Z-Y). 

We deepify because the world already has plenty of:

• Reasonable;
• Cost effective;
• Mass produced;
• Normal;
• And ordinary ways to communicate. 

But to deepify a relationship is connecting in an EXTRAordinary way. Simple yet extraordinary. We teach you that in the CNTDA program. 

You Have Nothing to Lose! There’s No Risk (Except Not Making a Pivot)

Unless you just stick your head in the sand, cross your fingers, and hope loan signing volume returns to pandemic craziness (without an actual pandemic, hopefully), you have nothing to lose. 

The CNTDA program is going to teach you the specific skills you need to identify and connect with your dream clients. That’s where most other “fluffy” training falls short. They make it all about the documents, and they leave out the marketing and relationship-building piece. 

Don’t get me wrong, the document execution is extremely important, which is why 40% of the course is dedicated to Signing Table Mastery, with scripts and a full sample trust package you can use to study and practice. We literally walk you through every single document of an average trust package and give you the scripts to briefly describe them. Plus, we recorded a mock signing so you watch the flow of a typical trust appointment! 

But what good is it to know how to execute documents if you never have a client to execute with? 

The CNTDA eliminates the possibility that you’ll invest in another disappointing notary training. We cover it all! We will show you where to find your clients and how to connect with them on a different level. You saw the testimonials (and there are dozens and dozens more).

And we’re going to put our money where our mouth is too. If you invest in the CNTDA program and your mind isn’t totally blown by the strategies and value we provide, cancel within thirty days of your purchase, and we’ll refund your money with no questions asked. 

In fact, we’ll refund your money and let you keep the bonus of the lifetime access to the My Life & Wishes legacy vault (a $697 value). Consider it our gift to you for trying us out. 

Get Trained & Certified Here: www.NotaryCoach.com/cntda 

 

Are You Going to Pivot or Quit It? 

There really hasn’t been a more exciting time to be a mobile notary, but it’s going to require action on your part.

Without the loan signing distraction, we can see the real and stable opportunity that has been there all along, but unpursued by the majority of notaries.

And that’s okay. I believe that life is unfolding in our favor and with perfect timing. The culmination of events that brought us here to this moment is profound and it’s time for you to act.

Do you want to pivot into a new specialty, one of unbounded & untethered abundance, or one with diminishing returns as interest rates continue to rise? 

Click the link below and register for the CNTDA course right now. There’s nothing to lose and everything to gain. 

Your money is guaranteed. If you’re not happy, cancel within 30-days and we’ll refund your money. Don’t worry, that’s plenty of time to take the course! Some people finish it in five hours, others in three weeks. It’s self-paced and up to you! 

Plus, we’ve got your hand along the way. Jen, Laura, me, the Maloney’s from Premier Estate Planning, and Jon Braddcok from My Life and Wishes-We’re in it for your success.  

Click Here to Get Trained and Certified as a Certified Notary Trust Delivery Agent

We’ll see you inside, Agent.

Bill 

"There's Never Been a Better Time to Be a Mobile or Remote Notary"

Bill Soroka has helped thousands of notaries across the country start and scale their dream business with his best selling book, course, & podcast, “Sign & Thrive.” Today, as founder of the Notary Business Builder (NBB), The TOMM app by Notary Coach, The Certified Notary Trust Delivery Agent program, and Gotary.com- a directory of the world’s best notaries- he helps professional mobile notaries and other credentialed professionals stop worrying about oversaturation, rising interest rates, and the dread of possibly having to go back to a J-O-B, by teaching them how to build a loyal client base so they can have a thriving business in any economic condition, no matter what.