Matthew Anderson Triples Lead Conversions

Background

Clients have trusted Anchorage-based financial advisor Matthew Anderson for nearly three decades to help them achieve their financial goals. At Bright Road Wealth Management—a fee-only fiduciary firm—Matthew and a team of eight advisors across Colorado, Texas, and Washington simplify wealth management, investments, and retirement planning. 

Challenge: “I had to figure out a way to be competitive.”

Matthew relied on the Dave Ramsey SmartVestor program for new leads but struggled to reach prospects quickly enough. He was racing against four other advisors to be the first to respond. 

“The person who answers first clearly is the hungriest and most attentive,” Matthew explains. “On any given week, I may get four emails at random, crazy times. When the email rolls in, I may not even see it until the next day. So that was a real challenge.”

To add to the complexity, managing these leads was a manual, time-consuming process. Initially, Matthew entered all the data into the CRM himself. Even after hiring a clerk, it still required significant manual work. This wasn’t just slowing him down—it was costing him potential clients.

Discovering Pageport: “The timing was right.”

Matthew first heard about Pageport from fellow advisors who regularly share best practices. “There were actually two guys bragging on you,” Matthew recalls. “That got me interested. You guys had reached out to me before, and most of the time, I wouldn’t have responded. This time, though, the timing was right.”

Onboarding Experience: ”For a non-tech guy, it was easy.”

The transition to Pageport was seamless. Matthew shares, “What blew me away was that, as someone who’s not the most tech-savvy, you completely set this up for me—it runs on automatic.” 

Matthew was experiencing the benefits within days, with new lead notifications automatically feeding directly into his Wealthbox. “For a non-tech guy, it was so automated and easy.” 

Solution: “Now I’m always first in line.”

Now, when a SmartVestor lead comes in, Matthew is the first to respond. “Before Pageport, I usually anticipated being second or third,” says Matthew. “Now that’s all changed, and I’m always first.”

Seconds after a prospect hits “submit” on the contact form, Matthew’s phone buzzes with an instant notification. “I look down, and there’s the information on the client,” he shares. “They’ve already received a text from me with a personalized video. All I do is push the button on the screen to get them on the line.”

His speedy response often catches the prospect off guard. “It’s a complete icebreaker—they’re like, ‘whoa, I just stepped away from the screen!’”

Pageport doesn’t stop at speed. The platform seamlessly syncs new leads into Matthew’s Wealthbox, eliminating the need for manual data entry. 

Results: ”We started making money immediately.”

With Pageport, Matthew saw a dramatic shift in conversions. Before, he converted 2 out of every 12 leads, a rate that kept his business steady. Now, he converts 6 out of 12—a 200% increase!

“And I’m not just talking about ‘connecting’ with prospects. That’s no big thing. I mean turning them into clients,” he clarifies.

We started making money immediately… It blew me away. You took me from the back of the pack to the very front.
--Matthew Anderson, Bright Road Wealth Management

What’s even more impressive? Pageport paid for itself in the first month. “We started making money immediately… It blew me away,” says Matthew. “You took me from the back of the pack to the very front.”

A Tech Edge in a Competitive Market: ”You’ll see immediate returns.”

Matthew’s experience shows how the right tools can make a huge difference. By automating lead responses, syncing them seamlessly with his CRM, and using personalized video outreach, he’s tripled conversion rates while freeing up time to focus on client relationships.

With automated touchpoints like birthday greetings, market updates, and onboarding emails, Matthew can effortlessly strengthen client relationships. Pageport has given him a competitive edge he didn’t have before. 

“In a small business like mine, it’s always an arms race. I’ve never had the technological upper hand—now I do,” Matthew reflects. “I don’t know how long the competition will take to catch on, but for now, I’m going to run like a wild man and enjoy it.”

When you’re in a small business like mine, it’s always an arms race, and I’ve never had the technological upper hand. Now I do.
--Matthew Anderson, Bright Road Wealth Management