AUM Growth Accelerator

We generate "Lay up" appointments without you lifting a finger.

We Generate "Lay up" Appointments

Without You Lifting a Finger

Quality

To our knowledge, we are the only advisor growth partner that strictly uses North American appointment setters.

Time

Take back your day by allowing us to remove the word prospecting from your vocabulary. We'll do it all.

Exclusivity

We generate exclusive leads using our third party brands, then set them to your calendar only.

Hear From Our Clients

Nathaniel Cornett Ching

"Working with Tom and Logan has been great, they were willing to give pointers on my delivery and fine tune some of my techniques on the phone. This is on top of delivering a large batch of leads. If you are exploring cold/warm calling lists Funnels and Setters is for you."

Matt Stiller

"I added $400k to my AUM in the first two weeks working with Funnels And Setters. The best part is I didn't have to lift a finger until the client was on my calendar."

INCREASE

Increase Your

Client Retention

We understand the responsibility you have as a Financial Advisor and the level of stress that can come with it. Leave the heavy lifting to us so you can provide the highest level of service to your clients consistently.

Improve

Your Disovery

Learn the same frameworks and processes our clients use to get below the surface with each prospect they speak to. Long gone are the days of "convincing". We'll help you ask the right questions at the right time so you can better serve everyone you connect with.

Expect

Results

The average Advisor we work with conducts multiple appointments every week with people who meet their criteria. Your specific criteria will reflect the amount we book.

Strategic Planning
Creative Execution
Performance Tracking

Chat With Our Team

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Frequently Asked Questions

How soon will I see leads or appointments?

You'll see leads flowing into your pipeline in real time within 24-48 hours of your onboarding call. We usually have the first appointment on your calendar a week after onboarding.

How does this work with my compliance department?

The funnels we build do not contain the advisor's name, face, brand, or calendar. This solution works for all compliance needs. For stricter regulations, we’ll collaborate with your compliance team to adjust your campaign before launch.

How does your pricing model work?

Unlike the flawed "pay per lead" or "pay per appointment" models, which prioritize quantity over quality, we focus on results. These models reward companies based on the number of leads sold, regardless of whether they show up, are qualified, or convert into clients. Our priority is not to overwhelm you with leads but to connect you only with the prospects you truly want to engage with. Each campaign is custom.

What kind of show up rate can I expect?

Your show up rate will vary depending on what kind of campaign we are running. For example if we target nationwide, you may get a lower show rate than if we target a 50 mile radius. That being said, we typically see about a 75% show rate as an average.

What is the average cost per acquired customer with your programs?

Everything we do is customized. Each cost throughout the campaign will vary depending on the advisor we work with. If you want to target the entire USA and go for pure volume, the cost per lead may be $10. But if you want to target high net worth individuals in your area, your cost per lead is likely going to be $100+.

Part of our process when interviewing new advisors is to go through estimated individual acquisition costs after we have a clear picture of who you want to target and how many of them you can handle.

What if I'm bad at selling?

Time to shift your mindset. You're not there to sell anyone. You're there to solve their problems and give them clarity. Funnels And Setters provides 1-1 training to each client that we onboard on our problem solving framework.