The working room behind the book
One percent
better,
every week.
A single idea each week from advisors who tried it and it worked. Credited to the advisor who sent it. Two minutes to read, one thing to try before Friday.
Every idea so far
The ledger
Five to start. From here on, the entries come from the room.
- 01Week
Fix one small thing in the office
Walk through your office the way a first-time visitor would. Pick the one thing that looks careless (a chipped mug, a dead plant, a cluttered counter) and replace it today. Small, permanent, repeatable.
Credited to Dan Hancock, Asset Financial Planners
- 02Week
Unsubscribe instead of delete
For one week, every time an unwanted email lands, scroll to the bottom and unsubscribe instead of deleting it. You solve the problem once instead of every morning.
Credited to Dan Hancock, Asset Financial Planners
- 03Week
A Friday note with no agenda
Set a short recurring block on Friday afternoons. Send a few clients a brief personal message with nothing about business in it. Keep it to whatever your firm's approved channels and record-keeping allow.
Credited to Dan Hancock, Asset Financial Planners
- 04Week
Greet people by name
Before a client arrives, make sure everyone who will see them knows their name. A greeting by name at the door is the cheapest upgrade to a meeting there is.
Credited to Dan Hancock, Asset Financial Planners
- 05Week
Write down one improvement a week
Put a board or a shared note somewhere the team sees it. Every Friday, one line: the one thing that got better this week. Two tests for each entry: is it permanent, and is it repeatable.
Credited to Dan Hancock, Asset Financial Planners
Where this comes from
A real practice, not a stage
Nothing runs here that hasn't been tried in a working week. Not theory, not something lifted off a conference stage. If it didn't survive contact with a Tuesday, it doesn't go in.
Dan built and tested all of it at Asset Financial Planners, a tax-first practice in Cheyenne, Wyoming, that he started four years ago with zero independent experience. That's the whole filter, and it's why every idea is credited. Someone actually did the work.
The weekly
One idea. Every week. Nothing else.
Subscribing also unlocks the printable templates in the toolkit: the Six-Stop Review, the Freedom 360 sequence, and the pre-meeting checklist. The link arrives in your welcome email.
Notes from the field
What I'm testing right now
What's on the board at the practice this quarter, what worked, and what blew up. Updated when there's something worth saying, not on a schedule.
- NowTesting
Checking how the practice shows up online
Searching the practice's name and category the way a stranger would, on a phone, and noting what a first-time visitor sees first. Fixing the listings that are incomplete or inconsistent before spending anything on new marketing. Re-checking in 90 days.
Dan Hancock, Asset Financial Planners
Where are you stuck?
Tell me
A niche you're weighing, a system that isn't holding, a hire you're afraid to make. One paragraph. This is what the room is for, and the answer might become an issue.
Don't include client names or nonpublic client information. See the privacy policy.
Have a 1%?
Send it in
The problem, the fix, and what changed. Three sentences is plenty. If it runs, it runs with your name and firm on it.
By sending, you confirm the idea is yours to share and cleared by your own firm's review. See the terms of use.