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About Funnels And Setters

Funnels and Setters | The Elite Growth Partner for Financial Advisors We don’t just generate leads — we engineer predictable growth for financial advisors. At Funnels and Setters, we specialize in building high-performance client acquisition systems for financial professionals who are serious about scaling. Our end-to-end solution is designed for one thing: putting qualified, motivated prospects directly into your calendar — without you lifting a finger. Here’s how we do it: 🎯 Hyper-targeted Financial Planning campaigns 📋 Intelligent lead filtering through custom surveys ☎️ North American-based appointment setters who manage all outreach, qualification, and scheduling 📅 Booked Zoom calls with high-intent pre-retirees ready to talk Our advisors don’t chase leads. They close appointments. 🔒 Compliance-first approach 📊 Conversion-optimized systems 🔥 Financial planning / discovery focused We only partner with a limited number of advisors per region to ensure exclusivity and performance. If you're great at closing, but tired of inconsistent lead flow — we built this for you.

Employees
11 to 50

Leadership

The top of Funnels And Setters's org chart, with how many people report into each leader.

TSPhoto of Thomas Stiller

Thomas Stiller

Chief Executive Officer

Jobs at Funnels And Setters

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