The Changing Landscape of Lead Generation for Financial Advisors

The life of a financial advisor is full of high-stakes decisions, careful planning, and one major dilemma: filling the calendar with qualified, motivated leads. For years, many have relied on generic lead vendors, hoping for a solution that would streamline their client acquisition process. However, the results often fall short—appointments don’t show, prospects remain cold, and the sales pipeline stays empty.

One company, Funnels and Setters, has sought to address this long-standing challenge by offering a more comprehensive approach to client acquisition. Founded by former client acquisition experts Thomas Stiller and Logan Hanselpacker, the company’s model is built on a deep understanding of the financial services industry’s unique needs.

Identifying the Gap in Client Acquisition

Before founding Funnels and Setters, both Stiller and Hanselpacker had extensive experience in client acquisition and lead generation across North America. Through their roles, they recognized a common issue: while financial advisors may have access to leads, they often struggle to convert those leads into meaningful client relationships.

“This gap is where most lead generation services fall short,” says Thomas Stiller, CEO of Funnels and Setters. “Advisors need more than just leads—they need a system that can guide those leads through the entire sales process, from qualification to appointment.”

The Sales-Driven Approach to Client Acquisition

Unlike typical marketing firms that simply provide leads and leave advisors to manage them, Funnels and Setters offers a holistic service that integrates both lead generation and appointment booking. Their approach focuses on qualifying prospects and ensuring they are ready to engage with advisors.

“We focus on why the advisor's calendar isn’t full, and we provide a solution,” says Logan Hanselpacker, COO. By leveraging Facebook ad campaigns, the company captures the attention of potential clients, then follows up with in-depth discovery calls to qualify these leads and ensure they are ready for a meeting.

The company’s comprehensive system is designed to assist advisors by not only providing them with pre-qualified leads but also by helping them optimize their sales processes, ensuring higher conversion rates and more effective client acquisition strategies.

Going Beyond Lead Generation

What sets Funnels and Setters apart is their “done-for-you” fulfillment model, where the company handles everything from lead qualification to appointment scheduling. This approach eliminates many of the headaches that financial advisors face when dealing with cold or unqualified leads.

“We don't simply provide names; we ensure those names are matched with the advisor's specific needs and goals,” explains Stiller. “This enables advisors to focus on what they do best—offering financial planning services—while we manage the rest of the process.”

Real Performance Metrics for Real Results

What also distinguishes Funnels and Setters is their emphasis on measurable results. The company tracks key performance indicators (KPIs) such as Cost Per Appointment (CPA), Show Rate, and Discovery Quality to provide clients with actionable insights.

By focusing on these metrics, Funnels and Setters is able to continuously refine their strategies, ensuring the quality of leads and optimizing the advisor’s ability to convert them into clients. This data-driven approach allows financial advisors to evaluate the effectiveness of their sales process and make adjustments to improve outcomes.

Shaping the Future of Financial Advisor Growth

The work of companies like Funnels and Setters highlights an important shift in the way financial advisors are thinking about client acquisition. Instead of relying solely on traditional lead-generation methods, advisors are increasingly turning to integrated solutions that provide a full sales funnel, from lead capture to closed deals.

As the industry continues to evolve, such innovations are helping financial advisors grow their practices more efficiently, allowing them to focus on their core expertise while leveraging the benefits of modern sales strategies.

Navigating the Future of Client Acquisition in Financial Services

For financial advisors looking to improve their client acquisition processes, understanding the full sales cycle and integrating data-driven solutions can lead to more successful outcomes. Companies like Funnels and Setters offer an example of how embracing a more holistic approach can streamline the lead-generation process and lead to more meaningful client relationships.

For more information you can visit their website at Funnels and Setters

• Skool Community: Funnels and Setters on Skool

• Thomas Stiller LinkedIn: Thomas Stiller on LinkedIn

• Logan Hanselpacker LinkedIn: Logan Hanselpacker on LinkedIn