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.
Company Details
- Employees
- 13
- Founded
- -
- Industry
- Marketing Services
- NAICS
-
Advertising, Public Relations, and Related ServicesAdvertising AgenciesMedia Buying AgenciesMedia RepresentativesOutdoor AdvertisingDirect Mail AdvertisingAdvertising Material Distribution ServicesOther Services Related to Advertising
- Website
- http://Funnelsandsetters.com
Funnels And Setters Questions
Funnels And Setters's website is http://Funnelsandsetters.com
Funnels And Setters's LinkedIn profile is https://www.linkedin.com/company/funnels-and-setters
Funnels And Setters has
13 employees.
View email and phone details for 13
employees at Funnels And Setters.
Funnels And Setters's industry is
Marketing Services
Funnels And Setters's top competitors are
T-Mobile,
Airow,
Uptown Creation,
Kenna,
Cinnamon Toast,
4 Corner Financial,
Fundingx,
The Short Book Formula Publishing,
Schwartz Jdcc,
Liberty Horizons.
Funnels And Setters's categories are Marketing Services
Funnels And Setters's founding year is 2023
