The book
Trusted &
Unmatched
A guide for advisors pursuing the 1% mindset
Not a memoir and not a motivational speech. An operating manual. Chapters 1 through 3 build the person, the Sovereign Advisor. Chapters 4 through 9 build the firm, the Juggernaut. Take what works, adapt what doesn't, and steal shamelessly.
Paperback, full-color interior. ISBN 979-8-9962777-0-4.
What's in it
Nine chapters, one architecture
- 1The Sovereign Advisor
Identity. Why you must leave the bank cage. - 2Protect the Asset
The rule that names the firm. The person is the asset. - 3Personal Growth Engine
The 1% Rule, the $14 glassware, and the discipline of getting better. - 4Theater of Excellence
The front of house. Stroopwafels, the mahogany fortress, the director of first impressions. - 5The Tax-Alpha Engine
The trifecta. Ten core portfolios. The math of your specialty. - 6The Machine
Automation, the Six-Stop Review, Freedom 360, and Friday-text rituals. - 7Digital Front Door
Google Business Profile, the No-Face Five, and answer engine optimization. - 8The Reset
Would you choose this business again? The reckoning, and permission to rebuild. - 9Scaling Toward the Exit
The Obituary Exercise, the 30-Day Disappearance Test, and making yourself obsolete.
Who it's for
Advisors who are done being safe
If you are sitting in a bank or credit union watching a manager tell you not to "steal the deposits." If you went independent and you're drowning in 150 custom portfolios. If you're three years in and doing the math on the 72% who wash out. This is for you.
If you're a retail investor looking for where to park a 401(k), this is not that book, and the author would rather tell you now than take your fifteen dollars.
Questions
Who is Trusted and Unmatched written for?
Independent financial advisors and advisors inside banks and credit unions who suspect there is a better way to build a practice. It is not written for retail investors and contains no stock tips or model portfolios.
What does "the 1% mindset" mean in the book?
A standard of getting one percent better every week, permanently and repeatably. It is an aspiration and a discipline, not a ranking or a claim to be in the top 1% of anything.
What is a Sovereign Advisor?
The advisor whose morals are owned rather than leased: one who can tell a client to keep their pension because their paycheck does not depend on the rollover. Chapters 1 through 3 build the Sovereign Advisor.
What is a Juggernaut firm?
The specialty practice the Sovereign Advisor builds: branded systems, a team that runs without the founder, and a digital front door that works while the founder is away. Chapters 4 through 9 build the Juggernaut.
Who is Dan Hancock?
Founder and CEO of Asset Financial Planners, a tax-first fiduciary wealth management practice in Cheyenne, Wyoming. He built the practice after leaving the bank and credit union channel, and the book is the operating manual for how.