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

JUNE 19 AT 12pm CT: HIT IT AND QUIT IT (HIQI) WEBINAR: Investment Team Embedding: Like having an active management personal trainer, with no yelling! Join Michael Falk and Jason Voss for our next edition of HIQI as they discuss the nature of the work with investment teams and share some of insights they have gleaned from their engagements. Click here to register.

NEW VIDEO FROM FCG: WORKING REMOTELY AND PRODUCTIVELY During these challenging times we want to offer support. Many clients are working virtually or split/rotational schedule. Frequently, productivity suffers. We have prepared a video to help. Click here to listen.

COACHING TIPS FOR CHALLENGING TIMES: We have a gift for you. It’s a collection of our most important coaching tips for dealing with uncertainty. We hope you find them useful. Read it here.

VIRTUAL MEETING TIPS: FCG has been operating virtually for over a decade. We’ve learned a few things over that time. Read our 10 best tips.

LESSONS ON LEADERSHIP (LOL) BLOG: Measuring Culture. All investment firms will assure you they have a great culture. But how do they know? What metrics are they using? This LOL provides guidelines plus four key questions. Read it here.

MUST READS FROM FCG:

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. Click here to download the pdf and read more! Or, purchase the book on Amazon.
Lessons on Leadership (LOL): For leaders who don’t think they need lessons on leadership. 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…” 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.
Conscious Intelligence: Conscious Intelligence (CQ) helps leaders move beyond Ego-driven leadership to conscious leadership. In this piece, FCG explains this growth in terms of the well-known work by Maslow, the Hierarchy of Needs model. Benefits of CQ leadership include greater creativity, relaxed state of mind, better decision making through clarity of thinking. And more enjoyment at work. Click here to read.
Report from FCG/The Brandes Institue: Psychological Safety and Career Risk in the Investment Management Industry. Got fear? Worried about a boss, a colleague, your firm today or even your career? It’s time to talk about the taboo topics – psychological safety and career risk. Click here to read.

QUOTE TO CONSIDER: “Tell your people where to go but not how to get there.” – George Patton

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, Meaning...

Videos

HIT IT AND QUIT IT WEBINARS New: Working Remotely and Productively 2020: 5-15-20: Special Edition: Preparing For Re-Entry 4-17-20: Culture In A Virtual World 3-20-20: Investing In A Time Of Crisis 2-21-20: Return Of The Active ...

Ware The Falk Is Robinson?

To schedule a meeting with Jim, Keith or Michael contact LSeveryns@focusCgroup.com

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 is a partner at the Focus Consulting Group and specializes in helping investment/wealth management teams improve thei...

Michael Falk, CFA, CRC

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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