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 with a single, uncompromising conviction: that financial advisors deserve a true growth partner, not another vendor selling them lists. Having worked inside client acquisition firms across North America, he watched the same failures repeat everywhere: no compliance, no sales structure, and no support the moment a lead changed hands. A St. Francis Xavier business graduate who led national fundraising campaigns for the Canadian Mental Health Association, Thomas channeled that high stakes, trust first discipline into building the acquisition partner the industry had never been willing to offer. As Chief Executive Officer he sets the standard the entire company is measured against, holding every part of the engine to one promise: that every advisor we serve walks away with real revenue, real infrastructure, and a system they can build a career on.
LHLogan cofounded Funnels and Setters on the belief that advisors deserve revenue, not just leads, and as Chief Operating Officer he is the one who turns that belief into a machine that runs flawlessly every single day. His background leading high stakes fundraising for the Victorian Order of Nurses forged the trust building and disciplined communication that now lives in every layer of the engine: how we attract pre-retirees, how we verify them, how we secure consent, and how our setters earn their place on your calendar. Where Thomas sets the vision, Logan builds the operation that delivers it, relentlessly and without a single corner cut, so that what we promise on day one is exactly what an advisor experiences every month after.
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.
NRLeads the marketing and ad systems that put your offer in front of the right people approaching retirement. Nathan pairs paid acquisition with a deep stack of tech and automation, engineering the internal systems, data pipelines, and intelligent workflows that let the whole engine run faster, smarter, and more precisely with every campaign. From targeting and tracking to the automations that route a lead the instant they raise their hand, he is the reason the machine keeps getting sharper over time.
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. He takes the time to understand each advisor's goals, their market, and where they want to take their practice, so the advisors who come on board are the ones we can genuinely move the needle for. Honest and consultative, Jake sets the tone for the relationship long before the first lead ever comes through.
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.
DLSpends his days on the phones for advisors, working through their leads and booking the prospects who are serious about sitting down to build a plan.
TDStarts the conversations that grow our network, connecting with planning advisors across the US and Canada and bringing the right ones through to our team.
CRSpends his days opening conversations with planning advisors, finding the practices where a partnership genuinely makes sense.
GOFocuses on expanding our advisor network, reaching planning advisors across the US and Canada and welcoming the right ones in.
EMBuilds the relationships that bring new practices into the network, reaching out to planning advisors and getting to know how they work.
NMGrows our advisor network coast to coast, connecting with planning advisors and welcoming the ones who put planning first.
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.