Hear from the advisors already running it, read the actual consent record every prospect signs, and get plain English answers on how a name becomes a booked call.
Not screenshots. Not paraphrased quotes. These are the actual recordings from advisors running the system across the United States and Canada.
A compilation of advisors on what it is like to work with Funnels and Setters.
What it is really like to work with Funnels and Setters, walked through in his own words from onboarding to closed clients.
JD
James Dietrich4 Corner Financial
“I could not scale just off referrals anymore. This gave me control over my pipeline.”
LP
Liam PassiFinancial Advisor
“I do not chase anymore. Every call feels like someone asking for help, not a cold pitch.”
ET
Erin TilleyFinancial Advisor
Erin walks through her experience with the system start to finish, including what the first few weeks actually looked like.
HB
Hollis BhopaFinancial Advisor
“Working with you guys has completely transformed my selling approach and the way I get new customers.”
TS
Thomas StillerCo-founder and CEO, with two advisors
Thomas sits down with two advisors and takes them through their experience, including the parts that were harder than expected.
"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"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 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"Company is well run and everyone is very easy to work with."
MRClick through to read each review
Before a single name ever gets to you, every prospect answers a guided questionnaire, verifies their own phone by SMS, and checks a box giving express consent to be contacted. All of it timestamped and documented. You focus on the conversation. The consent trail is handled.
It starts with the questionnaire. Tap through the real intake below, the same guided survey every prospect completes, from the first question to express consent and phone verification.
Tap Continue to step through all 11 questions
Every prospect ticks a box giving express consent to be contacted at the point of submission. It is timestamped and retained for audit before any information is ever shared with you.
Our consent language is structured to satisfy the Telephone Consumer Protection Act and FCC requirements before any call, text, or email goes out.
Every lead confirms a one time SMS code before delivery, so fake or unreachable numbers never reach your pipeline.
Records are encrypted in transit, never resold or shared with a second advisor, and kept to the minimum data needed, with a full consent audit trail.
Funnels and Setters operates as an independent education and appointment setting platform. We give no advice and make no performance claims, so every fiduciary, suitability, and Reg BI obligation stays exactly where it belongs, with you.
This is the whole path a prospect travels after they consent. Five stages, and only the last one needs you.
Straight answers on where the prospects come from, who owns them, and what we will and will not do. If yours is not here, book a call and we will walk you through it.
Most advisors have been sold a lead before and got burned by language they did not fully understand. Here is the vocabulary, in plain English, so you can judge us and anyone else on the same terms.
The strongest form of permission a prospect can give. It means they were shown clear language naming who may contact them and by which channels, then took a deliberate action to agree, and that action was recorded. A pre ticked box, a buried link, or an implied opt in is not the same thing, and it is where most lead vendors fall down.
United States rules that govern calls and texts to consumers. In short: you need documented permission before you dial or text, the permission has to be specific about who is contacting them, and the burden of proving it sits with whoever made the contact. That is why the consent record travels with the lead instead of living in a spreadsheet somewhere.
Canada runs on a consent based model of its own for commercial electronic messages, with its own record keeping and withdrawal expectations. We apply the same express opt in and the same documented trail to Canadian prospects as to American ones, rather than treating Canada as an afterthought.
Anyone can type a phone number into a form. A one time code proves the person filling it in is holding that handset. It kills typos, throwaway numbers, and the third party form filler, which is the single cheapest way to stop paying for dials that were never going to connect.
Two very different claims get sold under one word. Lead exclusivity means one prospect goes to exactly one advisor, forever. Territory exclusivity means a whole region is locked to you. We offer the first and we do not offer the second. If a vendor is vague about which one they mean, ask them directly.
We do not give financial advice, recommend products, or make performance claims. We do not resell a prospect, run shared lead auctions, or recycle old data as new. Keeping that line clean is what lets every fiduciary, suitability, and Reg BI obligation stay with you, unchanged.
The terms that come up on a strategy call, so nothing gets past you.
This page explains how our own process works and defines terms in general language. It is not legal or compliance advice, and it does not change your obligations. Your own regulatory duties, and your firm's supervision requirements, remain yours. If you want your compliance team to review anything here before you start, we will hand over whatever they ask for.
Book a strategy call. We will go through your niche, your numbers, and exactly what the first ninety days would look like.
