Phil Maguire Achieves 25% Bump in Lead Conversion

Background

Phil Maguire launched his RIA firm, Maguire Stewardship Partners,  four years ago in Allen, Texas. With over 15 years in the financial industry, Phil focuses on providing comprehensive financial planning and investment management services. His clientele mainly consists of families prioritizing values like faith and raising children over climbing corporate ladders. 

This unique approach allows him to build deep, meaningful relationships with clients who resonate with his philosophy. “I want to work with people who understand their priorities in life,” says Phil, emphasizing that he values clients who see more to life than just climbing the corporate ladder.

Setting Himself Apart

Phil prides himself on acting as a "Board of Directors" to his clients, with the clients acting as the "CEOs." Unlike many in the financial advising industry, which is often seen as transactional, Phil has shifted his focus to creating long-term relationships that span multiple financial disciplines, not just investment portfolios and retirement plans. “There’s no limit to the number of calls, texts, or video meetings we can have,” Phil explains, underscoring the importance of accessibility and transparency in his practice. His client-centric approach has allowed him to foster deeper trust and loyalty among his clients.

The Challenge

Before adopting Pageport, Phil faced several challenges in efficiently managing his lead generation and client engagement processes. While he had experimented with a few different software solutions, none fully met his needs. "I used a few different software tools to respond to my leads, but they were only about 60 percent of what I wanted," Phil recalls. The mix of tools was cumbersome, and technical issues sometimes took days to resolve, creating unnecessary delays and inefficiencies in his workflow.

Discovering Pageport

After being introduced to Pageport, Phil remarked,  “I really valued their genuineness, authenticity, and transparency, and that instantly got my buy-in.” Intrigued by Pageport's unique offering, especially its video integration feature, Phil decided to try it. 

Unlike other platforms, Pageport allowed him to create personalized videos that showcase him and his personality to his communications, significantly enhancing his connection with prospects.

Onboarding Experience

Phil describes his onboarding experience with Pageport as highly proactive. “What bothers me is when there are little kinks, and there has to be a week lead time to get an email back,” he explained. “It was awesome how proactive Pageport was.” The onboarding process was smooth overall. Any technical issues were quickly addressed, and he appreciated the team's hands-on approach to ensure everything was running smoothly.

Results with Pageport

Since integrating Pageport, Phil has substantially impacted his client engagement and lead conversion rates. "I've lost count of how many folks have said, 'Hey, I saw your video, thanks for sending that'" Phil noted. The ability to personalize outreach through video has bridged the gap between impersonal email communication and more meaningful connections. 

Since implementing Pageport, Phil has seen a 25% increase in lead conversion rates. In his words, the videos help potential clients feel more comfortable and familiar with Phil, which has proven crucial in building trust and encouraging prospects to engage.

In addition, the data has shown that 58% of Phil’s leads come in outside of working hours. Instead of dropping everything to respond to the lead or even dropping the ball on the lead, Pageport has automated the outreach, giving Phil the best of both worlds.

Conclusion

Phil Maguire's experience with Pageport exemplifies how the right tools and support can make a huge difference for financial advisors looking to deepen client relationships and increase engagement. By embracing innovative features like video automation and leveraging Pageport’s responsive support, Phil has achieved a 25% increase in client engagement, blowing past his annual AUM goal. His story is a testament to the power of authenticity, personalized service, and continuous improvement in the financial advisory field.