Our Mission

At Focus Consulting Group, our mission is to advise investment leaders on leveraging their investment talent worldwide. Our techniques include an integrated program of individual and team assessments, offsite team workshops, executive coaching, comprehensive communications, and ongoing measurement, to ensure that a culture of high performance is achieved – and maintained over the long-term.

Selections from Our Library

Latest News

MUST READ – FCG’S NEW BOOK! Type, Talent and Teams: Using the Enneagram for Investment Firm Success. In today’s hyper-competitive investment industry, it’s no secret that investment professionals need to up their games considerably. The tool described in this book, the Enneagram, can provide a unique edge. A proven psychological system based on nine personality types, the Enneagram helps individuals achieve greater self-awareness, develop stronger relationships and make more informed decisions. Click here to download the pdf and read more! Or, purchase the book on Amazon.

After only 20 years of leadership consulting, Jim Ware has finished a book entitled Lessons on Leadership (LOL): For leaders who don’t think they need lessons on leadership. (That’s about 4 words per week…) It’s actually not a bad read. Ted Aronson, CEO of AJO, wrote: “In this book, long-time leadership consultant Jim Ware, CFA provides practical and useful advice for investment leaders. (who, as the subtitle of the book indicates, mostly don’t think they need advice…) His understanding of the industry and the challenges facing today’s leaders makes this short book a must read. That means YOU…” Jim has promised another book in about 15 years. Meantime, you can download a free pdf copy here or purchase the book on Amazon.

Money, Meaning, and Mindsets: Radical Reform for the Investment Industry: Partners Jim Ware, Keith Robinson and Michael Falk have teamed up to write a vision for the investment world. One that suggests the changes needed to make the profession a “noble calling.” Whatever role you play in the investment world, you’ll want to hear this fresh take on asset management in the New Era. Click here to download a free pdf copy or purchase on Amazon.

WHITE PAPER! “TEAMING EFFECTIVELY: 3 KEY FACTORS.” Studying collaboration in 28 teams from the investment industry, FCG has confirmed that three factors from our “Team Scorecard” explain top performance. Given the intense competition in the industry, all firms must up their games. And not just in the investment functions, but all the “tribes:” sales, marketing, client-facing, operations, IT and so on. We show that the three factors explain quality results at a high confidence level. If you want to thrive, not just survive, in this new environment, be sure to read this paper.

HIT IT AND QUIT IT (HIQI) WEBINAR – Friday, December 7 at 12pm CT: Our December Hit It and Quit It features highlights from our newest book, Type, Talent and Teams: Using the Enneagram for Investment Firm Success, including how the Enneagram has helped thousands of investment professionals improve their cultures, teamwork, leadership, decision-making and more. Register here.

QUOTE TO CONSIDER: “The day soldiers stop bringing you their problems is the day you have stopped leading them. They have either lost confidence that you can help them or concluded that you do not care. Either case is a failure of leadership.” — Colin Powell

Writings

FCG's books: Type, Talent and Teams: Using the Enneagram for Investment Firm Success. Click here to download the pdf. Lessons on Leadership (LOL): For leaders who don't think they need lessons on leadership. Click here to download the pdf. Money, Me...

Videos

HIT IT AND QUIT IT WEBINARS 2018: 11-16-18: Giving Thanks 10-12-18: Tech For Fundamentalists 9-21-18: Lessons on Leadership 8-17-18: Successful Strategic Planning 7-13-18: Coaching for Peak Performance 6-22-18: Team Coaching = Team Hea...

Ware The Falk Is Robinson?

To schedule a meeting with Jim, Keith or Michael when they are in your city (see below), contact LSeveryns@focusCgroup.com Nov. 9: NYC Nov. 12: NYC Nov. 14: Boca Raton, FL Nov. 14-15: Austin, TX Nov. 15-16: Boston Nov. 27-28: Atlanta Nov. ...

James Ware, CFA, is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. James is al...

Jim Ware, CFA

Keith Robinson is the Managing Partner of Focus Consulting Group and brings over 27 years of global investment experience to his consulting ...

Keith Robinson

Michael Falk, CFA, CRC and FCG partner helps investment teams improve their investment philosophy, process and execution, and firms with the...

Michael Falk, CFA

Elizabeth (Liz) Severyns, LCSW, has been working with individuals and groups for over 20 years. An expert in psychology, she manages all FCG...

Liz Severyns, LCSW

Jamie Ziegler is an experienced executive coach for business leaders and their teams. She has over 30 years combined coaching, consulting an...

Jamie Ziegler

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