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ProAdvisorSuite

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1 contribution to ProAdvisorSuite
The Booked Financial Advisor
Hi all. I was approached last week by Lance Miller the CEO of the Booked Financial Advisor The Booked Financial Advisor. His pitch is that he will get you $100mm in AUM is 12 months or he will refund all of your money. I was obviously extremely skeptical having been in the business 20+ years, but I looked into it. I can find nothing on Lance, his company, or anything he has done so I thought I would post here and see if anyone has any experience with him? If he is legit than more power to him and his guarantees, but if not, I just want to make sure that younger or less experienced advisors aren't being taken advantage of. Marketing is hard enough in our business without these kind of silver bullet promises. I look forward to any feedback.
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New comment May 14
0 likes • Mar 19
I did @Russ Thornton he refuses to provide. Something about his trade secrets and worrying about them being comprised….he said “I don’t know any advisors who use current clients to get new ones”. Which is funny cuz I use referrals all the time
2 likes • Mar 19
@Joe Moss haha seriously Joe. He sent me the contract too and the “guarantee” has a lot of holes in it. If he could deliver it would be amazing but I would think if there is a marketing professional out there who is consistently bringing in $100m/yr for his clients it would be impossible for him to hide
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Jim Tassoni
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2points to level up
@jim-tassoni-1430
Partner at MDRN Capital and owner of the Armor Agency

Active 224d ago
Joined Feb 6, 2024
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