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Testimonials

Erin Tilley Financial Advisor
Erin Tilley
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Tim Waller
Tim Waller Financial Advisor

“I’ve been working with Thomas and Logan for several months. Extremely professional. I’ve had dozens of qualified appointments, and they now lead all my marketing activities.”

James Dietrich Owner / Advisor
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Thomas Howell
Tom Howell

“Approximately 95% of my time spent prospecting is simply trying to find someone to reach out to. Funnels and Setters has effectively given me back all of that time by surfacing real people— I know exactly who to reach out to, and they’re pre-qualified in terms of having a need for my services in some way or another. That’s time very well-spent!”.

Brandon De Assuncao Financial Advisor
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Shervin Sadr
Shervin Sadr Financial Advisor

“Solid quality prospects. Everyone is confirmed and ready to talk to you, no poorly set expectations or unqualified people. Gotten good clients out of it”

Liam Passi Financial Advisor
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Viktor
Victor Davidenko Owner/Advisor

“I used the sales process you taught me word for word and I was able to close a client with no objections. You guys have completely transformed my process”

Matt Stiller
Matt Stiller Owner/Advisor

“I added $400k in AUM within the first week of working with Funnels and Setters”

Jonathan Bowen
& Reece Geofroy
Financial Advisors
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Hollis
Hollis Bhopa Financial Advisor

“Working with you guys has completely transformed my selling approach and the way I get new customers.”

Nathaniel Cornett Ching
Nathaniel Cornett Ching Owner/Advisor

“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 these services, Funnels and Setters is for you.”

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Alex Nunes Financial Advisor

“Working with the guys at Funnels and setters has been a walk in the park. There communication is outstanding and are always there to help.”

Baldy
Matthew Redmond Financial Advisor

“Company is well run and everyone is very easy to work with.”