Planning advisors all across North America use Funnels and Setters to fill their calendars and grow their practices. Here is what they say, in their own words.
A compilation of advisors sharing what it is like to work with Funnels and Setters.
“I cannot say enough good things about Funnels and Setters. From the initial introductory call through onboarding and finally going live, the entire process was seamless and well organized.
Everyone on the team is friendly, responsive, and genuinely invested in your success. They consistently schedule quality prospects, and the support goes far beyond lead generation. The sales training, coaching, and closing support have been incredibly valuable and have helped me feel more confident throughout the process.
A special thank you to Logan, Tom, Addison, and the rest of the team. They are knowledgeable, approachable, and always willing to help. In an industry that can often feel challenging and isolating, they have become trusted partners, and even friends.
If you are looking for a team that delivers quality leads while providing the training and support to help you succeed, I highly recommend Funnels and Setters.”
Amy WatsonVerified Trustpilot review · United States
What it is really like to work with Funnels and Setters, in his own words.
Genuinely good people who deliver exactly what they said they would, every step of the way.
Aaron Wartes, President, Financial AdvisorCo-founder Logan Hanselpacker sits down with James to talk pipeline, results, and what changed.
"I also really like their website. It makes tracking leads extremely easy."
SG"It changed how my practice grows, month after month."
TW"I added significant new assets in my very first week."
MS"The coaching sharpened exactly how I run discovery."
VD"Every name on my calendar already knows who I am."
LP"I have generated a significant number of clients."
CV"No poorly set expectations. Just good clients."
SS"I could not scale off referrals alone. Now I can."
JD"Great coaching on my delivery, plus a large batch of leads."
NC"A walk in the park. Their communication is outstanding."
AN"Well run, and everyone is very easy to work with."
MR"Completely transformed how I get new customers."
HB"They have become trusted partners, and even friends."
AW"The leads come in with a positive attitude and even compliment the setter."
“I do not chase anymore. Every call feels like a warm referral.”
Erin shares her experience with the system, start to finish.
“Working with you guys completely transformed how I get new customers.”
Co-founder Thomas Stiller sits down with two advisors to talk through their experience.
"I’ve been very impressed with the whole team at Funnels & Setters. They’ve backed up all of the services they advertised, and have shown genuine effort and interest in supporting the success our team in their system. I also really like their website. It makes tracking leads extremely easy. If you’re in the financial advisory space and looking to streamline and improve your marketing, I highly recommend the F&S team."
SG"Solid quality prospects. Everyone is confirmed and ready to talk to you, no poorly set expectations or unqualified people. I have gotten good clients out of it."
SS"I have been working with Thomas and Logan for over a year. Extremely professional. I have had dozens of qualified appointments, and they now lead all my marketing activities."
TW"About 95% of my prospecting time used to go to simply finding someone to reach out to. Funnels and Setters gave me that time back by surfacing real, pre-qualified people. I know exactly who to call. Time very well spent."
TH"I have participated in both the Done With You program and the seminar program, and both have more than paid for themselves. I have generated a significant number of clients and been very pleased with the results."
CV"I added a significant amount of AUM from my very first appointment working with Funnels and Setters. It is easily the best solution in the industry, bar none."
MS"These are good guys who deliver what they said they would. Six days in, they took a prospect who only wanted a retirement booklet, already had two planners, and we set a second meeting. He was impressed, and he is in the industry."
AW"Great company led by real, genuine people who want you to succeed. The leads already have a sense of trust in you and are very engaged. I would recommend this service."
GO"I used the sales process you taught me word for word and was able to close a client with no objections. You guys have completely transformed my process."
VD"Working with you guys has completely transformed my selling approach and the way I get new customers."
HB"Working with Tom and Logan has been great. They gave pointers on my delivery and fine tuned my techniques on the phone, on top of delivering a large batch of leads. Funnels and Setters is for you."
NC"Working with the guys at Funnels and Setters has been a walk in the park. Their communication is outstanding and they are always there to help."
AN"I do not chase anymore. Every call feels like someone asking for help, not a cold pitch."
LP"I could not scale just off referrals anymore. This gave me control over my pipeline."
JD"Company is well run and everyone is very easy to work with."
MR"I cannot say enough good things about Funnels and Setters. Everyone on the team is friendly, responsive, and genuinely invested in your success. The sales training, coaching, and closing support have been incredibly valuable. They have become trusted partners, and even friends."
AWClick through to read each review
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