A team behind every advisor.
We never set out to be a lead provider. We set out to be an acquisition partner: the kind that picks up the phone, learns your practice, and stays in your corner long after the lead lands. Today a full North American team stands behind every advisor we work with.
Built to fix the gaps.
Funnels and Setters began with two people who had seen the acquisition industry from the inside and believed it could be done with far more care.
TSThomas cofounded Funnels and Setters after working with client acquisition firms across North America and seeing the same gaps everywhere. No compliance, no sales structure, and no support once the lead was delivered. A St. Francis Xavier business graduate who led national fundraising for the Canadian Mental Health Association, he built the company to be the acquisition partner advisors actually needed.
LHLogan cofounded the company on the same conviction that advisors deserve revenue, not just leads. His background in high stakes fundraising for the Victorian Order of Nurses shaped the trust building and disciplined communication that runs through every part of the engine, from intake and verification to the way our setters book your calls.
The board behind the brand.
Clients who loved our program so much that they now give creative and strategic input to our team.
The North American team.
TSCofounder who keeps the whole engine pointed at one thing: real revenue for the advisors we serve, not just leads in an inbox.
LHCofounder who built the trust first way we run intake, verification, and every call we make on your behalf.
NRLeads the marketing and ad systems that put your offer in front of the right people approaching retirement.
JHAs Head of Sales, Jake is often the first person an advisor speaks with, walking them through how we work and helping them decide whether a partnership is the right fit.
CGMakes sure every advisor we work with feels supported, from onboarding through every month after, and helps welcome new advisors into the network along the way.
ROFocuses on growing our network, connecting with planning advisors across North America and bringing the right ones on board.
AHOne of our Done For You callers, Addison works the phones on behalf of advisors, reaching their leads and booking qualified prospects onto their calendars.
GOA Done For You caller who works the phones on behalf of advisors to book their leads, Gabriel also helps new advisors get to know us and decide if a partnership is right for them.
EJSpends her days expanding our advisor network, reaching out to planning advisors across North America and welcoming the right ones in.
We are in the relationship business.
The industry taught advisors to treat acquisition like a numbers game: buy lists, blast dials, chase the quick sale. We were built on the opposite belief. Real growth comes from real relationships, handled by real people, with an eye on the long term. These are the values behind every call we make on your behalf.
What we stand for.
Relationships over transactions
We are not in the lead business, we are in the relationship business. Every prospect we send is the start of a real human connection, and everything we build is designed to deepen that relationship rather than rush it for a quick sale.
Real human interaction
Your prospects are never handed to an autodialer or a chatbot. A real North American team picks up the phone, listens, and treats every person like someone worth knowing. People feel the difference, and it shows in who actually books and shows up.
A true partnership
We do not vanish once the lead lands. We sit on your side of the table, share what is working, fix what is not, and treat your growth as our own. A vendor sells you something. A partner is invested in the result.
The long game
Anyone can chase a quick win that burns the relationship behind it. We think in years, not weeks. We would rather build something that compounds for your practice over a decade than spike your numbers for one month and disappear.
Every metric matters
Lead count matters, and so does lead quality, speed to contact, booked calls, show rate, and the clients you actually close. Growth is rarely a straight line, so we do not judge it by a single number. We measure success across every metric that moves your practice forward and optimise the whole picture, not just one of them.
Compliance first
Trust starts with doing things the right way. Express opt-in consent, captured when the prospect checks a box, and full verification are built into the process from the first touch, compliant with TCPA and Canadian law, so every relationship begins on honest, solid ground.
Treat people like people, think in decades, and the growth takes care of itself.
The Funnels and Setters teamPut this team behind your pipeline.
Book a strategy call and meet the people who will fill your calendar.