Advisors who stopped chasing.

"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

Shervin SadrFinancial Advisor

"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

Tim WallerFinancial Advisor

"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

Tom HowellFinancial Advisor

"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

Christopher VianiCFA

"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

Matt StillerOwner / Advisor

"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

Aaron WartesPresident, Financial Advisor

"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

Gabriel Girardi OmarFinancial Planner

"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

Victor DavidenkoOwner / Advisor

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

HB

Hollis BhopaFinancial Advisor

"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

Nathaniel Cornett ChingOwner / Advisor

"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

Alex NunesFinancial Advisor

"I do not chase anymore. Every call feels like someone asking for help, not a cold pitch."

LP

Liam PassiFinancial Advisor

"I could not scale just off referrals anymore. This gave me control over my pipeline."

JD

James Dietrich4 Corner Financial

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

MR

Matthew RedmondFinancial Advisor

"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."

AW

Amy WatsonFinancial Advisor