Funnels And Setters

Funnels and Setters | The Elite Growth Partner for Financial Advisors We don’t just generate leads — we engineer predictable growth for financial advisors. At Funnels and Setters, we specialize in building high-performance client acquisition systems for financial professionals who are serious about scaling. Our end-to-end solution is designed for one thing: putting qualified, motivated prospects directly into your calendar — without you lifting a finger. Here’s how we do it: Hyper-targeted Financial Planning campaigns Intelligent lead filtering through custom surveys North American-based appointment setters who manage all outreach, qualification, and scheduling Booked Zoom calls with high-intent pre-retirees ready to talk Our advisors don’t chase leads. They close appointments. Compliance-first approach Conversion-optimized systems Financial planning / discovery focused We only partner with a limited number of advisors per region to ensure exclusivity and performance. If you're great at closing, but tired of inconsistent lead flow — we built this for you.