The questions advisors ask us most.

Yes. Each prospect goes to a single advisor and is never shared, resold, or recycled. When it is yours, it is only yours.

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.

They are people approaching retirement who match your niche and are serious about planning for retirement, verified by phone and email before they ever reach you.

Only if you want to. With Done For You, our North American setter team books and confirms every call. With Done With You, your team calls using our system while we coach behind you.

Done For You means we run the entire engine: ads, intake, verification, setting, follow up, and coaching. Done With You means we hand you the full system, scripts, and cadence, whether you dial solo or with a team, and coach you between calls through call reviews and scheduled sessions.

Speed to lead is one of our three keys to closing. We move quickly so you connect with prospects while their intent is hot. We will set clear expectations for your ramp on the strategy call.

Fiduciary and fee based financial advisors across the United States and Canada who lead with planning and want clients that value it, not just product buyers.

It depends on the program and the scale you want. The fastest way to a real number is a quick strategy call. Book one below and we will map it to your practice.