The Booked Financial Advisor · 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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