Mike Foy
Senior Director Lending Intelligence
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Mike Foy is Managing Director and Head of Wealth Intelligence at JD Power. He works with leading financial services brands to more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement.
With over two decades of experience in the wealth management industry, Mike previously served as Global Head of Client Insights at Citi Wealth. His expertise has earned him recognition as a thought leader, with features in The Wall Street Journal, Barron’s, and The New York Times, as well as keynote speaking engagements at industry conferences.
Mike earned a bachelor’s degree in English literature and philosophy from Muhlenberg College in Allentown, Pennsylvania and an MBA in Marketing from Rutgers Business School.
Expertise & Speaking Topics
- Wealth Management Client Experience
- Financial Advisor Experience
- Client Segmentation
- Channel Strategies
- Brand Trust
Where you've read insights from Mike Foy
Mike's insights have been featured in the following publications.
Advisors Get Mixed Reviews From Clients Amid Market Volatility
ThinkAdvisor
Many Investors Feel Frustrated, Uncertain About Advisor Guidance
WealthManagement.com
Advisor Dissatisfaction Could Drive Resignations
Barrons
Wealth Management Firms Need Advisors as Brand Evangelists to Attract New Talent
Business Wire
Vigilance Required: Plummeting Investor Confidence amidst Inflation Woes Plagues Advisors
Advisoranalyst.com
