Thursday, January 11, 2018

Marketing to the Medical Community - Another Teachable Lecure!

Marketing to the Medical Community

http://bit.ly/stonetraining002
Another lecture has posted, ladies and gentlemen.
11 Pages of Text - The report is not downloadable yet.
The form letters and affidavit are, though.
  • One file - Comes with 2 form letters - download
  • Plus Medical affidavit for review - download
1. What this Covers 2
2. Who is the Medical Community? 2
3. Overview - Medical Record Affidavits 3
4. Targeting Sources of Work in the Medical Community 3
5. Look at the Workflow. 4
6. Where's the Sign Up Page? 5
7. Downside? 5
8. Comments on Payment and Poachers 6
9. The Treasure Chest 7
10. Those are magic words. 7
11. Form Letters 9
12. Affidavit for Medical Billing Records 11

Sunday, January 7, 2018

"Do you have a list of good companies to work for?" (My answer comes with a notary letter to title companies!)



For the New Notary Orientation Guide followers--

You asked:

Do you have a list of good companies to work for?  

Well, it's craft time at the nursing home--so line up here, get your crayons and scissors out-- we're gonna figure out how to make one!
By the way, get ready, Y'ALL - we are going Old Skool --this is how we do it! It's going to be like Peter and Ted are live tonight at Stone Training...in their wheel chairs...probably dribbling on themselves...but, I digress. 

Stone Training 

Look for the New Notary Orientation Guide!
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I just uploaded to my Stone Training Stop --

- a 40 page slide deck on finding signing service and title company clients. This one will not be downloadable at this time. Sorry. I want to finish it with the other half of the story, and it will be published at some point on Amazon, but you can definitely read it at Stone Training as I build it.

- a cut and paste letter to use for soliciting title companies.

I had hoped to have time to put audio to the PDF to help pull you on through it. But, I ran out of time! There is so much material here! Read it all the way to the end. You'll be glad, I think that you did.


These are good for anyone to use. 

There are THREE things I think you need to accomplish before you solicit title company clients.

You'll find in the second half of the PDF.  Enjoy!
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I don't know if Peter Frampton is coming up first or Ted Nugent -- whichever, it's going to be good.


How to Market your Services to Attorneys (and Sample Letter!)

I am starting something new!


I will regularly pull questions from the Notary/Signing Agent Network Facebook group and answer the ones that I think are befitting of a chapter / lecture in a free New Notary Orientation Guide - mini-lectures stuffed with answers.  They may come weekly or more often, but all will have GOOD content. I promise. 

Please note that the guide is a growing publication.  It will be added to as I notice great questions that need more than my infamously terrible typing on Facebook.   Sign up here and be notified every time there is a new question that deserves a thoughtful, credible answer.  Going forward, the answers will not be printed in full here as this one is.  They will be ONLY for those who sign up.

The next edition will include a tried and true answer on how to market your services to doctors.  READ MORE DETAILS ABOUT MY NEW LITTLE PROJECT BELOW THE ARTICLE.

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How to Market your Services to Attorneys

THE MOST IMPORTANT RULE OF ALL - YOU MUST MARKET WEEKLY.

No excuses. If you don't do it, you won't have a thriving business. It will fail.

Below are tips to help you grow your client list and get your notary business in front of the legal professionals in your town. In my next blog post, 'll cover how to write a letter to a medical professional.

You are dealing with professionals.
Spelling and grammar is important. So is presentation. Use letterhead or set up an email that looks like letterhead within the body of your email. (Of course, using an email is only for the case in which you have email addresses for doctors and lawyers you intend to solicit!) If you use email, don't make a flyer in PDF format and send it to the proposed client as an attachment. They'll delete it or it will get caught in the spam catcher.

 
Do you need examples of letterhead templates? Examples of letterhead templates can be located by searching Google. Be sure to include your website or Facebook page link.
TIP! - Use bit.ly for making easy to remember links. For instance, I can make my notary news site easy to remember by shortening it to: bit.ly/notarynews rather than http://notariesandnotarynews.com.
Deliver Marketing Letters in Person 
Use a nice white envelope and slip in a few business cards. Address the envelope to the professional and staff. For instance,
  • Brad Thomas, Attorney at Law (and Staff)

Provide promotional items, if you have them, to the person who takes the envelope. You can also drop one in the envelope. But, you can also be sure that the person who takes the package has a lot to do with which notary is called if one is needed. Be careful to encourage the receptionist's favor. 

Please note, I am skipping the lecture on dressing appropriately before visiting the office because if you don't have that one figured out, you won't like this business. Looking awesome is part of the deal.

Pick up business cards -- As mentioned above, while you are in the office, collect business cards. If you are able to collect email addresses using that method, you have hit a home run! You are going to start an email list. Refer to my article on email marketing on my blog for more tips on marketing. Email lists are the lifeblood of any business today! If you don't read this article on email marketing -- no more answers for you! Please read it.
Take one packet per professional. Address each one. Otherwise, you should have not bothered. They don't necessarily share resources. Don't make the receptionist decide who gets the packet. Have plenty to go around.
No terms for payment in your letter! Keep negative discussions about what you do if there is a non-payment or other topics that will be irritating out of your letter. Provide your terms once you win the account.


LETTER FOR SOLICITING ATTORNEYS


Change the information between the brackets for the specialty that the attorney practices. For instance, you may be targeting these types of specialties.
  • Wills and probate
  • Personal injury
  • Family law
  • Criminal law
  • Real estate law
  • Homeowner associations

Go to Google and search for attorneys in your area. Personalize each letter you send out. Read the form letter below carefully. Make it fit your business style and model.

Marketing Form Letter for Attorneys


Mr. Jack Mack

Attorney at Law

456 Fifth Street

Your town, State 00000


Re: Providing Mobile Notary Services for You and Your Clients

Dear Mr. Mack:

As an attorney who handles [type of law] cases in Town, you may be interested in my mobile notary services.

If you have home-bound or hospitalized clients, clients who have suspended licenses, or don't drive, or even clients who can’t leave work during business hours to have a will or other important documents notarized. I will gladly meet with your clients at locations that are convenient to them.

I can pick up documents from you or print them out from documents that you email to me.

I'll gladly return documents to your office after they are signed, take them to be recorded or filed at the courthouse, or if you'd like. (At this time, I don't have an account for eRecording.)  But, I can make it easier on you!  If requested, I can scan them from the client's location and provide digital copies to you for your files. Dropping them off at FedEx or UPS is also a professional service that I provide. I'm here to make your workflow easier!

Fees: 

My fees are based on mileage and time involved. I will quote ahead. As an example, my base fee for traveling directly to a client in zip codes 99999, 88888, and 77777 is usually $XX, plus notarial fees based strictly on our state fees.

I will provide a quote and an itemized receipt to you or your client as you require.

I am available to go to outlying areas such as zip codes 00000, 00001, 00002, Middling County, Durbookie County, and the towns of Enots and Anerb for an additional fee of $XX which is based on tolls and mileage to those locations.
Coverage area:
Our county of Zero, plus these five counties

  • One County (Additional $30-$50 depending on location, mileage, tolls.)
  • Two County (Additional $15-$25 depending on location, mileage, tolls.)
  • Three County (Additional $10 - $25 depending on location, mileage, tolls.)
  • Four County (Additional $50 - $75 depending on location, mileage, tolls.)
  • Five County (Additional $75-$125 depending on location, mileage, tolls.)

Hours: 
By appointment only - XX:XX a.m. and XX:XX p.m.

Payment methods/receipts: Cash, PayPal, Google Pay, and credit cards. Accounts / monthly billing available.
Telephonic hearings/remote depositions: This service is available.
Group rates: Service offered at discounted rate to all types of groups--probate estate heirs, traveling groups, homeowner associations, etc. Call for a quote.
Other details: Normally, I do not provide witnesses. Your clients should provide current ID with a photo, signature, and serial number issued by a government agency.

Let me know if I can provide more information!

Sincerely,

Your Name

Your business

Your phone number

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Every day notaries ask questions that I have never thought to answer! I have tried a million times to do this, but hopefully, this is the answer! Stone Training Stop on Teachable should be able to help me stay on top of it all. As a registered member of my Stone Training Stop, you can just hop on when there's a new answer. You'll receive an email that a new lecture has been posted.

Currently, there's no audio or video on the lectures I have added. However, in the future, some will have audio, some will have video, and some will be plain ol' reading!

I hope this is eventually THE BEST notary orientation guide available.

May your eyes be opened!

Got a question? Ask it on Notary/Signing Agent Network -- this group belongs to my long-time friend Robert Owens. I watch it closely. if your questions gets a lot of excitement, it will become a part of this guide. Maybe you won't be able to stump me with your questions! (No, I won't add your name unless you ask me to!)
Best,
Brenda Stone
So far, here's what's been added:
TOPICS
  1. What's this course about? (Added 1/7/18)
  2. Is this holding you back? (Added 1/7/18)
  3. How to Build Your Own List of Loan Signing Clients (Added 1/7/18)
  4. Do you have a sample letter for soliciting work from attorneys? (Added 1/5/18)

  5. Do you have a sample letter for soliciting work from doctors? (Coming soon -  1/10/18)

You're gonna love this.  I promise!

Friday, December 29, 2017

Bar Associations in the U.S. (Resource Guide)



If you hear of a notary practicing law without a license and feel you should report him or her, or if you have trouble getting paid by a law firm, these links might be of help.


Alabama Center for Professional Responsibility, Alabama State Bar
Alaska Attorney Grievances, Alaska Bar Association
Arizona Lawyer Discipline Process,State Bar of Arizona
Arkansas Office of the Committee on Professional Conduct, Arkansas Judiciary
California Attorney Discipline System, State Bar of California
Connecticut Statewide Grievance Committee
Colorado Colorado Office of Attorney Regulation
Delaware Delaware Office of Disciplinary Counsel
District of Columbia District of Columbia Office of Bar Counsel
Florida Dept. of Lawyer Regulation, The Florida Bar
Georgia Georgia's Attorney Discipline
Hawaii Office of Disciplinary Counsel, Supreme Court of Hawaii
Idaho Idaho's Attorney Discipline
Illinois Illinois Attorney Registration and Disciplinary Commission
Indiana Disciplinary Commission, Indiana Supreme Court
Iowa Attorney Disciplinary Board, Iowa Supreme Court
Kansas Office of the Disciplinary Administrator, Supreme Court of Kansas
Kentucky Office of Bar Counsel, Kentucky Bar Association
Louisiana Louisiana Office of the Disciplinary Counsel
Maine Maine Board of Overseers of the Bar
Maryland Attorney Grievance Commission of Maryland
Massachusetts Massachusetts Office of the Bar Counsel
Michigan Michigan Attorney Discipline Board
Minnesota Minnesota Office of Professional Responsibility
Mississippi The Disciplinary Process, Mississippi State Bar
Missouri Missouri Office of Chief Disciplinary Counsel
Montana Montana Attorney Complaints - Lawyer Discipline
Nebraska Nebraska Counsel for Discipline
Nevada Nevada Office of Bar Counsel
New Hampshire Attorney Discipline System, New Hampshire Supreme Court
New Jersey Office of Attorney Ethics, Supreme Court of New Jersey
New Mexico Commission on Client Protection, State Bar of New Mexico
New York New York Attorney Grievance Committees
North Carolina Grievance Committee, North Carolina State Bar
North Dakota Disciplinary Board, Supreme Court of North Dakota
Oklahoma Office of the General Counsel, Oklahoma Bar Association
Ohio Office of Disciplinary Counsel, Ohio Supreme Court
Oregon Disciplinary Counsel's Office, Oregon State Bar
Pennsylvania Disciplinary Board, Supreme Court of Pennsylvania
Rhode Island Disciplinary Board, Supreme Court of Rhode Island
South Carolina South Carolina Office of Disciplinary Counsel
South Dakota South Dakota Disciplinary Board Counsel
Tennessee Board of Professional Responsibility, Supreme Court of Tennessee
Texas Office of Chief Disciplinary Counsel, State Bar of Texas
Utah Consumer Assistance Program , Utah State Bar
Vermont Attorney Discipline Information, Supreme Court of Vermont
Virginia Disciplinary System, Virginia State Bar
Washington Office of Disciplinary Counsel, Washington State Bar
West Virginia West Virginia Office of Disciplinary Counsel
Wisconsin Wisconsin Office of Lawyer Regulation
Wyoming Ethical Violations Complaints, Wyoming State Bar

Wednesday, December 27, 2017

Free Course - How I notarize wills in Texas.

How to Prepare a Will (for Citizens --  this is not directed at notaries public)

ARE YOU INTERESTED in information on how to prepare a will?  I found this article to be clear and easy to understand.  Frankly, I had a lawyer prepare my will, but if you aren't going to do that read "Self-Proving Wills" by Judon Fambrough.  After over a decade of seeing how people screw up their wills and squander half of their fortunes on lawyer and court fees after they are gone and various interested heirs (or non-heirs) fight over it, I know it is incredibly bad to prepare your own will.

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Dear Notaries - I'm Introducing a free course for Texas notaries on how I notarize wills in Texas

This seems to be the most lacking type of notary knowledge there is.  I get MANY calls from Texas notaries asking for help on notarizing wills.
Rather than put up with the gawdawful accusations of "You may be practicing law--oh my!"  I am only sharing how I handle wills.  And, it's free.  So, no UPL HERE!
(Any notary may participate!  But, you must understand this is a Texas notary's course.)

Be careful who you're learning from.

Courses are coming out of folks who have less than a year's experience of being notaries public. They are giving out advice like candy, setting up courses, mentoring, and have become part of the "How-to..." explosion.

Check out the trainers before paying for the course.

My resume:
  • 10 years writing and training professionally for other companies.
  • 25+ years as a notary
  • 10+ years working as a legal assitant in mortgage, lending, and title positions

My favorite teachers (besides me!)

Seriously, folks, the notary writers and trainers you are running into might have LESS experience than you!
Please do not be offended if you have not been added here.  These are the teachers I have never had the slightest disagreement about training with.  If you think I have left you off in error, contact me on Facebook!
Take care, warmly, 
Brenda Stone in Texas

Saturday, December 23, 2017

Live Notary Porn - Shown in Texas - Holiday Gift



Merry Christmas!  This wasn't my planned holiday message to you, but this is more important than anything I can tell you at this juncture our history.

Your income is in peril.


I hope that the title of this article made you wonder what the the crazy Texas Notary is up to now.  There's no notary porn here--- I lied.

But, you really need to see this.  There's something scary happening that few folks are noticing...or maybe no one wants to think about it.  Whatever it is, it could be quite detrimental.  


Please take note:

Jennifer Glover is trying to get your attention about a problem that she has identified on the SnapDocs platform.


According to Jennifer, in their Terms of Service, SnapDocs advises that they use data  found in participating notaries' histories to suggest low fees that notaries will accept.

It stands to reason this is one way to drive fees down, down, DOWN.

Jennifer has posted this in several different groups and few people seem to understand.  Or, they are ignoring it.


Please do not ignore this. 

Yes, of course, I will publish the other side of this coin if SnapDocs wants to publish it here.  I'm not doing a hatchet job on them, I just want to know what's going on.  DON'T YOU?


To find out more and discuss with Jennifer, you can go to Notary / Notary Signing Agents Group -- moderated by me and Robert Owens (owner) -- and talk to her there.  Or, to Jennifer's own group, Professional Notaries Network.


Tuesday, December 19, 2017

What do you do if you Move? Have a Name Change? Are tired of Being a Texas Notary?

The SOS in Texas REALLY wants you to keep them informed of your current address.


Have you moved?  Notify the Secretary of State of any Address Changes Immediately

If your address changes, notify the Secretary of State.  Go to their website and complete the address change form immediately.  This has to be done within 10 days after your address changes.

When notaries move out of Texas...

Once you no longer live in Texas, your commission is terminated.  If you move back, you’ll need to start the process over again.

New Name? Notifying the Secretary of State for a Name Change is Optional

If your name changes due to marriage or for other reasons, you may continue to use your old name if you’d like.  If you want to change your name on your commission and notary seal stamp, you’ll need to complete this form and once your name change is approved, you must purchase a stamp in your new name. 

Winding Up

If you no longer wish to be a notary, move out of Texas, your commission is revoked, or even if you die during your commission term, you still have an obligation to the State of Texas to wind up all business related to being a Texas notary.

Voluntary Surrender

The Secretary of State has prepared a form that you may use to voluntarily surrender your notary commission. (See Figure 2- Voluntary Surrender of Notary Commission.) If you can’t obtain the form for some reason, write a letter to the Secretary of State that contains the following information.
VOLUNTARY SURRENDER OF COMMISSION
IDENTIFYING INFORMATION:
My Social Security number: _________________             Commission expiration date: _________________
My commissioned name: _________________                   Commission number: ______________________

I voluntarily surrender my notary commission. I understand that I am no longer authorized to perform the acts of a Texas notary public.  
Include one of the following statements:
My original notary public commission is enclosed. -OR- I no longer have my original notary public commission.
Execution Date: _________________
Signature of Surrendering Notary               Email: ______________________
Printed or typed name of Surrendering Notary                                Phone: ______________________
In addition, you must send your notary journals to the county clerk’s office in the county of your residence.  

Moving Out of Texas

Before you move, submit a voluntary surrender form as explained above. Send your notary journals to the county clerk’s office in the county where you live.
Include a note on the form that shows your new address.  This must be done within ten days of your residence change.


Texas Notary Directory


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Brenda's List | Notary Product & Service Providers 

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[1] RULE §87.50       Change of Address - (a) A notary must notify the secretary of state in writing of a change in address within 10 days of the change. To notify the secretary of state of a change of address, the notary should complete and submit form 2302 (Notary Public Change of Address Form). This form is available on the secretary of state web site at www.sos.state.tx.us/statdoc/statforms.shtml.
(b) The secretary of state sends all official notices, including notices of complaints, to the notary at the address on file with the secretary's office. Requests to obtain copies of or inspect the records in the notary record book are also directed to the notary at the address on file. Failure to change the address may, consequently, result in a revocation of the notary commission if the notary fails to timely respond to a complaint or to a request for public information.
(c) A notary public who removes his or her residence from Texas vacates the office of notary public and must surrender the notary commission to the secretary of state.

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