Lead funnels for financial advisors
Financial advisor funnels book intro calls with the right prospects. A few questions cover life stage, the main goal and a rough assets band, then prospects who fit book a call and everyone else gets a helpful guide.
- Free plan, for good
- No card required
- Unlimited leads
Ridgeline CoachingYou scaled the company. Nobody scaled you.
For founders of $1M to $20M companies
Twelve weeks with Rafael Ortega, who ran a 140 person company before he coached anyone. Apply in two minutes. If it's a fit, book your first call on the next screen.
2 minutes · 8 founders per cohort · Free fit call
What changes
Month 1: your calendar
Find the ten hours a week that should not be yours, and hand them off.
Month 2: your team
Your leaders own decisions, so they stop routing through you.
Month 3: you
A written operating rhythm, and a board ready version of you.
I stopped being the bottleneck in about six weeks. My exec team noticed before I did.
Rafael told me on the fit call that I wasn't ready. Eight months later I was, and the cohort was worth the wait.
Applications reviewed within one business day.
- Every important decision still lands on your desk
- You hired senior people and still do their jobs
- Your board wants a CEO and nobody has said what changes
It is not for you if you want someone to run the company for you, or can't protect one hour a week for twelve weeks.
2 minutes · Free fit call
The questions that sort your leads
One question per screen, answered with a tap. Each one earns its place.
- 1
Life stage
Starting out, growing a family, near retirement, retired.
- 2
Main goal
Retire on time, pay less tax, plan for kids, a windfall.
- 3
Rough assets band
Plain bands, so you only meet people you can serve.
- 4
When they want help
Now, this year, just learning.
From ad to lead
- 01
Ad
A retirement or tax question on Meta, Google or LinkedIn.
- 02
Questions
Four quick taps.
- 03
Qualify
Good fits see your calendar.
- 04
Book or learn
An intro call, or a free guide.
Templates to start from
- Generate appointmentsHigh ticket coaching application funnel templateA high-ticket application: qualified applicants book on your calendar, the rest get a free resource.See the template →
- Generate appointmentsB2B free offer funnel templateA free security check sold in the hero, a five question risk score, then a call.See the template →
Built for paid ads
Leads tied to the ad
Every lead arrives with the ad that sent it, and the report shows where people stop.
Your own AI can build it
Connect Claude, ChatGPT or Codex and ask it to change the template for your business. On every plan.
Free to start
One live funnel on an Unfunnel link, unlimited leads, no card.
Questions
Can a funnel give financial advice?
No. Keep result pages general and follow your firm's compliance rules for ads and pages.
Which calendars work?
Calendly, Cal.com or GoHighLevel, on every plan.
Can compliance review the page first?
Yes. Open the preview with them before you publish, and every published version is kept in the funnel's history.
Also see funnels for med spas, home services, real estate agents, coaches and course creators, b2b and saas, recruiting, ecommerce, agencies, dentists, chiropractors, law firms, insurance agents, mortgage brokers, solar installers and gyms and fitness.
Your next funnel is a template away.
Use this templateStart free, no card needed
Paid plans start with a 7-day trial