Financial Advisor
Logan & Tom are great - they deliver on their value proposition and are easy to work with. They will work with you based on your preferences and are great listeners.
24 February 2026
Unprompted review
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Company details
Written by the company
Funnels and Setters is a North American leader in helping financial advisors grow their businesses with predictable, high-quality client appointments. We specialize in connecting advisors with exclusive, consented leads generated through our targeted Facebook campaigns. Our North American–based appointment-setting team conducts a structured discovery process with every lead, identifying their goals, challenges, and urgency before confirming appointments. This means advisors don’t waste time chasing unqualified prospects—they simply show up to highly qualified meetings.
Contact info
Canada
- funnelsandsetters.com
Delivered the goods
We met some good guys who are fun, who are delivering what that said they would: a person who wants to hear about how to retire well in OUR state, Washington. Our goal is to meet millionaires who want to genuinely make a relevant retirement plan. 6 days after our campaign, they took a prospect who merely wanted a retirement guide booklet- has 2 financial planners, convinced him there might be a strategy to help with taxes, and we have set the 2nd meeting set for a month out - and he was impressed, and he’s in our industry !
27 April 2026
Unprompted review
Amazing team… great ideas/minds and…
Amazing team… great ideas/minds and always very responsive to my questions.
Got some great leads to grow my business as well. All around 5star + !!!
24 April 2026
Unprompted review
Gurus
These guys are gurus in the lead generation space. I used them in the past, and received so many quality leads that I needed to take a break from the service while I worked through them all. Good young smart guys that have a great understanding of social media and the financial lead business.
24 April 2026
Unprompted review
Great sales coaching!
12 June 2025
Unprompted review
Great company lead by real genuine …
Great company lead by real genuine people that want you to succeed.
The leads have a sense of trust in you already and are very engaged I would recommend this service
24 April 2026
Unprompted review
Thomas and Logan exceptional
I've been working with Thomas and Logan for several months. Extremely professional. I've had dozens of qualified leads, and they now lead all my marketing activities.
23 September 2025
Unprompted review
Solid quality prospects
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
22 September 2025
Unprompted review
Great working with Tom and Logan
Great working with Tom and Logan. They are the real deal
1 August 2025
Unprompted review
Excellent communication
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.
3 September 2025
Unprompted review
Great experience
Company is well run and everyone is very easy to work with
3 September 2025
Unprompted review
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