The 4 Step AUM Ascension Funnel
Financial Advisors are using To bring on
millions in new aum in 2025
Funnels And Setters
Helping financial advisors get better appointments with less effort
The Ultimate aum growth BLUEPRINT for
Financial Advisors in 2025
Using "The LMSS System" To Completely Eliminate Prospecting
Join Savvy Advisors Seeing Better Appointments With No Effort
- 3 KEY Foundations TO
acquiring AUM customers on
auto-pilot -
The new way to grow your AUM
Without pROSPECTING
You'll Discover...
Precisely how we generate an abundance of AUM appointments on demand using "The LMSS" System.
Why AI and automations just don't cut it when it comes to booking high quality appointments
How you can leverage our appointment setters to drop all forms of prospecting and focus on taking care of your clients + spend more time with family.
And More...
Listen in on some interviews with our clients
How We're Helping Advisors Grow With Zero Prospecting
What others are saying
Nathaniel
Cornett-Ching
"Working with Tom and Logan has been great, they were willing to give pointers on my delivery and fine tune some of my techniques on the phone. This is on top of delivering a large batch of leads. "
James Dietrich
"The Funnels And Setters team has
delivered on it’s promise. I receive
high quality leads regularly that have filled my funnel and bank account... Every dollar I put in gets me two dollars out."
Matt Stiller
"I added $400k to my AUM in the first two weeks working with Funnels And Setters. The best part is I didn't have to lift a finger until the client was on my calendar."
Hollis Bhopa
Working with you guys has
completely transformed my selling
approach and the way I get new
customers.”
Liam Passi
“Going through sticking points and
different objections was very helpful
as well...Just closed out a client
yesterday... Got another $1M-$1.5M
prospect I’m having a serious
discussion with on Friday.”
Alex Pehar
“Our partnership has been amazing and we’ve mutually benefited immensely. “
COMPANY
LEGAL
© Copyright 2025. funnelsandsetters.com
All Rights Reserved.
Small Call to Action Headline
Large Call to Action Headline
Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here