The Fox Alliance Ramsey Lead Research Presentation (2022)

During 3 months of my time as a wealth management intern at The Fox Alliance Wealth Advisors, I analyzed the initial contact practices of 30 competing firms (including The Fox Alliance) across 7 Texas territories to gather data on other wealth management firms. I compiled response data, including communication methods, response times, and content.

Based on this data, I created a report with data-driven recommendations for The Fox Alliance, which I presented to firm’s partners. As a result, our firm began using instant messaging communication, following my recommendation.

Presentation:

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