We Build and Scale AUM Acquisition Systems for some of the top Wealth Management Firms in North America
Funnels And Setters is a leading marketing services company dedicated to engineering predictable growth for financial advisors. Specializing in building high-performance client acquisition systems, Funnels And Setters offers an end-to-end solution designed to deliver qualified, motivated prospects directly into the calendars of financial professionals, streamlining their operations and maximizing their potential. With a focus on hyper-targeted financial planning campaigns, Funnels And Setters ensures that advisors can concentrate on closing appointments rather than chasing leads.
Funnels And Setters employs intelligent lead filtering through custom surveys and leverages North American-based appointment setters to manage all outreach, qualification, and scheduling. This comprehensive approach ensures that advisors are consistently presented with high-intent, pre-retirees ready to engage in meaningful discussions. The company's commitment to a compliance-first approach and conversion-optimized systems further enhances the effectiveness of its services, driving superior results for its partners.
Funnels And Setters partners with a select number of advisors per region to maintain exclusivity and performance, ensuring that each client receives the dedicated attention and resources necessary for success. If you are a financial advisor looking to elevate your client acquisition strategy and achieve consistent, scalable growth, Funnels And Setters provides the expertise and solutions you need. Company information is being completed by management. We invite the manager of Funnels And Setters to create a customized and exclusive company showcase and product listing on our platform.
Compare Funnels And Setters with 3 companies in Marketing-Services
| Comparison Field |
Funnels And SettersMain Company |
JigSpaceView Profile |
jellow.nlView Profile |
USA TODAY NETWORK Ve...View Profile |
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Founded Year
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— | 2015 | 2013 | 2015 |
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Company Size
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— | 11-50 | 11-50 | 51-200 |
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City
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Melbourne, VIC | Naarden, Noord-Holland | Las Vegas, Nevada | |
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Country
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Australia | Netherlands | United States | |
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Skills & Keywords
Comparing with main company
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13 Total Skills
Financial Advisor Marketing
Client Acquisition Systems
Lead Generation
Appointment Setting
Financial Planning Campaigns
Marketing Services
Sales Funnels
Sales
Ad Copy
Marketing
Design
Cold Outreach
Customer Relations
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11 Total
11 Unique
Unique Skills:
3D Instructions
Apple Vision Pro
Augmented Reality
Education tools
Engineering
Presentation Tool
+5
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14 Total
14 Unique
Unique Skills:
Development
Freelance
Freelance platform
Freelance Poule
Freelancers
HRM
+8
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9 Total
9 Unique
Unique Skills:
Awards
Endurance
Evaluation
Events
Execution
Expos
+3
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