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


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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 target audience, and demonstrates how using clients' actual words in marketing materials can dramatically improve engagement and conversion rates.

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