We Build Planning-First Advisors a Predictable Growth Engine
Exclusive, Phone-Verified Leads
Prior Express Written Consent (TCPA/FCC Compliant)
DFY or DWY Appointment Setting
Calendar-Filling Campaigns You Don’t Have to Touch
What If Every Call Felt Like a Warm Referral?
Picture this:
It’s Monday morning. You’re 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.
This is the power of a true acquisition system — built for advisors who lead with planning.
Who We Work With
We Partner With Advisors Who Lead With Planning — Not Products. We’re not here for insurance pushers or sales-first firms. We work with fiduciary, fee-only, and planning-first advisors who care about outcomes — not just volume.
If you:
- 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.
Why We Exist
Built to Fix What the Industry Gets Wrong
Most “lead gen” agencies offer:
- Shallow ads
- Shared leads
- No follow-up
- Zero sales support
We built Funnels and Setters to flip that model on its head:
- Exclusive leads only
- Real intake and consent
- Phone-verified contact info
- Appointments confirmed by real people
- Post-call sales support included
Testimonials
Hear From
Our Clients
The Revenue Conversion Stack
The Only System That Optimizes All 3 Levers of Growth
Lead Quality
- Exclusive & one-to-one
- Prior express written consent (TCPA/FCC compliant)
- Phone + email validated
- Warmed with your content
- Deep qualification through intake survey
Contact Rate
- DFY outreach by our trained team
- Instant alerts and notifications
- State/province-specific cadence compliance
- 3× higher contact rate within first 7 days
Contact-to-Close
- Show rate optimization
- Discovery audit + scripting
- Post-call review + coaching
- Funnel metrics tracked from first contact to signed client
How It Works
Custom Ads
Hyper-targeted Facebook ads attract pre-retirees who fit your planning niche.
Consent & Intake
Each lead fills out a multi-step survey + provides prior express written consent, fully compliant under U.S. and Canadian law.
Verified & Exclusive
Every contact is validated by phone and email, ensuring data quality and exclusive ownership.
DFY or DWY Appointment Setting
Our North American team confirms calls, sends your content, and handles follow-up. Or you can self-call using our structured cadence.
Optimization + Sales Coaching
We coach you on discovery, objection handling, and conversion — reviewing performance and tightening every step of your funnel.
Custom Ads
Hyper-targeted Facebook ads attract pre-retirees who fit your planning niche.
Verified & Exclusive
Every contact is validated by phone and email, ensuring data quality and exclusive ownership.
Optimization + Sales Coaching
We coach you on discovery, objection handling, and conversion — reviewing performance and tightening every step of your funnel.
Consent & Intake
Each lead fills out a multi-step survey + provides prior express written consent, fully compliant under U.S. and Canadian law.
DFY or DWY Appointment Setting
Our North American team confirms calls, sends your content, and handles follow-up. Or you can self-call using our structured cadence.
How We’re Different
We Don’t Just Deliver Leads. We Deliver Revenue.
| Feature | Funnels & Setters | Typical Agencies |
|---|---|---|
| Exclusive, Phone-Verified Leads |  |
 |
| Prior Express Written Consent | |
 |
| Appointment Confirming Team | |
|
| Full Funnel Optimization | |
|
| DFY + DWY Flexibility | |
|
| Sales Process Coaching | |
|
| Regional Exclusivity | |
|
We Only Work With a Handful of Advisors Per State or Province
We don’t stack advisors on top of each other
or compete for attention
Instead:
- We protect your region
- Only onboard those who follow the system
- And fully commit to long-term growth
If your region is still available, this is your chance to lock it down — before someone else does.
Your Leads. Your Rights. No Resale. Ever.
All leads are:
- 100% exclusive to your firm
- Verified before delivery
- Collected via compliant methods
- Protected with the same care you give your client data
We never resell, recycle, or reroute — period.
Not ready to book a call?
Download our free PDF:
“The 3 Reasons Most Advisors Fail at Client Acquisition — and How to Fix It”
Step 1
Watch the 2-minute explainer video
Step 2
Apply to work with us
Step 3
Launch your client acquisition system