1Stage 1 of 5
Attract
Custom ads reach people approaching retirement who match your niche and are serious about planning their next chapter.
For financial advisors who lead with planning
We don't just deliver leads. We deliver revenue
We are the acquisition partner that attracts people approaching retirement, verifies them, books them onto your calendar, and coaches you to close them. Exclusively yours.
As seen on
Compliance first
Compliant from the very first touch.
We lead with this because it matters most. Before a single name ever reaches you, every prospect answers a guided questionnaire, verifies their own phone by SMS, and checks a box giving express consent to be contacted. It is all timestamped and documented. You focus on the conversation. The consent trail is handled.
It starts with the questionnaire. Tap through the real intake below, the same guided survey every prospect completes, from the first question to express consent and phone verification.
Custom questions1 of 11
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Express opt-in consent
Every prospect ticks a box giving express consent to be contacted at the point of submission. It is timestamped and retained for audit before any information is ever shared with you.
TCPA and FCC aligned
Our consent language is structured to satisfy the Telephone Consumer Protection Act and FCC requirements before any call, text, or email goes out.
Phone verified by SMS
Every lead confirms a one time SMS code before delivery, so fake or unreachable numbers never reach your pipeline.
Documented and protected
Records are encrypted in transit, never resold or shared with a second advisor, and kept to the minimum data needed, with a full consent audit trail.
Funnels and Setters operates as an independent education and appointment setting platform. We give no advice and make no performance claims, so every fiduciary, suitability, and Reg BI obligation stays exactly where it belongs, with you.
Straight into your CRM
Watch the quality land in real time.
Every prospect arrives exclusive, consent compliant, and verified, tagged and ready in your CRM. No scrubbing junk lists. Just qualified people who are serious about planning.
Why advisors stay with us
More than a lead. A growth engine.
Most providers hand you a name and a phone number and wish you luck. We built the whole engine around the gaps that actually cost advisors money: no compliance, no sales structure, and no support once the lead lands.
01
Exclusive
Every prospect goes to a single advisor. Never shared, never resold, never recycled. When it is yours, it stays yours.
02
Verified
Every contact is checked by phone and email before it ever reaches you. No dead numbers, no guessing, no wasted dials.
03
Consent compliant
Every lead checks a box giving express consent to be contacted, captured through a guided intake and compliant with TCPA and Canadian law.
04
Revenue, not leads
Setters book them and coaching helps you close them. We optimize the whole engine, not just the top of the funnel.
Warm referral
What if every call felt like a warm referral?
Picture this. It is Monday morning. You are not chasing prospects. Your calendar is full. And every name on it already knows who you are, what you do, and why they want to speak to you.
I have done both the Done With You program and the seminar program, and both have more than paid for themselves. I have generated a significant number of clients and have been very pleased with the results.Christopher Viani, CFA
This is the power of a true acquisition system, built for advisors who lead with planning.
The process
Attract. Verify. Book. Close.
A predictable pipeline, end to end. You stop chasing and start showing up to calls that feel like warm referrals.
2Stage 2 of 5
Consent and intake
A guided survey captures express consent on every prospect, who opt in by checking a box, compliant with TCPA and Canadian law.
3Stage 3 of 5
Verify and protect
Every contact is verified by phone and email before it reaches you. Yours alone, never resold or recycled.
4Stage 4 of 5
Booked for you
Our North American setter team confirms the call, sends your content ahead of time, and handles every follow up.
5Stage 5 of 5
Sales coaching
Discovery scripting, objection handling, and a review after the call so you actually close.
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The difference
The old way vs the Funnels and Setters way.
Most lead vendors
- Shared and recycled lists sold to several advisors
- No consent trail and real compliance risk
- You chase cold names and book your own calls
- You are on your own once the lead is delivered
- Feast or famine, month to month
Funnels and Setters
- Exclusive prospects that belong to you alone
- Express consent on every contact
- A setter team books and confirms your calendar
- Coaching that helps you close, call after call
- A predictable engine you can build a practice on
The 3 keys to closing
Three things decide every close.
01
Lead Quality
This one is on us. Exclusive, verified prospects who are serious about planning, not tire kickers.
02
Speed to Lead
The faster you call a new lead, the warmer the conversation. This one is on you: reach out right away instead of letting leads sit and go cold.
03
Sales Process
Make it about them. Listen to their goals and problems instead of pushing a product.
Could you handle these objections?
"I have been burned before." "I need to talk to my spouse." Take the quick roleplay and see how your answers actually land.
Take the quiz
Work with
Who we work with
We partner with advisors who lead with planning, not products. We are not here for insurance pushers or sales first firms. We work with fiduciary, fee based, and planning first advisors who care about outcomes, not just volume.
- Want clients who value planning
- Need predictability without doing the chasing
- Are ready to build real pipeline infrastructure
Then this is the system for you.
"I could not scale just off referrals anymore. This gave me control."
James Dietrich, 4 Corner Financial
100%
Exclusive, never resold
1:1
One lead, one advisor
2
Ways to work with us
A to Z
Full funnel, handled
Across the United States and Canada
Built for advisors in every market.
We work with planning advisors all across North America. These are just a few of the markets where our advisors turn a steady flow of verified prospects into booked calls and new clients.
Two ways to work together
You choose how hands on we are.
For advisors who have no time to prospect
Done For You
We run everything. Ads, intake, verification, appointment setting, follow up, and coaching. You just show up to the call.
See Done For You For advisors that have time to prospectDone With You
We give you the full system, scripts, and cadence, and your team does the calling with our sales coaching behind you.
See Done With You
“
I could not scale off referrals alone anymore. Funnels and Setters gave me real control over my pipeline, and the appointments have not stopped since.
James Dietrich, 4 Corner Financial
What advisors are saying
Loved by planning advisors.
★★★★★
Solid quality prospects. Everyone is confirmed and ready to talk to you. No poorly set expectations, no unqualified people.
SSShervin SadrFinancial Advisor
★★★★★
I do not chase anymore. Every call feels like someone asking for help, not a cold pitch.
LPLiam PassiFinancial Advisor
★★★★★
I have done both the DWY and seminar programs and both more than paid for themselves. I have generated a significant number of clients.
CVChristopher VianiCFA
Questions, answered
The things advisors ask us most.
Are the leads really exclusive?
Yes. Each one goes to a single advisor and is never shared or resold.
Is it compliant?
Funnels and Setters operates as an independent education and appointment setting platform. We give no advice and make no performance claims, so every fiduciary, suitability, and Reg BI obligation stays exactly where it belongs, with you.
Do I have to do the calling?
Only if you want to. Done For You means our team handles it. Done With You means we coach yours.
Let's build your pipeline
Ready to fill your calendar?
Book a strategy call and we will map a predictable growth engine for your practice.