Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals episode artwork

EPISODE · Mar 21, 2025 · 24 MIN

Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals

from The Finance Marketing Podcast · host Hillary Gale

In this episode of The Finance Marketing Podcast, Hillary dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates deeply. Hillary shares eye-opening examples of how this research has revealed surprising insights for advisors who thought they understood their target audience, and demonstrates how using clients' actual words in marketing materials can dramatically improve engagement and conversion rates.Connect with Hillary:To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

Episode metadata supplied by the publisher feed · Published Mar 21, 2025

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In this episode of The Finance Marketing Podcast, Hillary dives deep into why Voice of Customer research should be the foundation of any financial advisor's marketing strategy. She explains how understanding the exact language your potential clients use before they become clients is crucial for creating marketing that builds trust and resonates deeply. Hillary shares eye-opening examples of how this research has revealed surprising insights for advisors who thought they understood their...

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Stop Guessing, Start Listening: Voice of Customer Research for Financial Professionals

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