25 years of helping investment firms succeed by strengthening culture, strategy and talent

Who We Are

For 25 years, Focus Consulting Group has served as a strategic partner to investment and wealth managers worldwide, helping them to develop and maintain outstanding workplaces by leveraging their talent. We use our deep industry experience and data driven approach to focus on the key areas ne to succeed.

 

What Our Clients Say

FCG has helped our team collaborate and communicate more effectively. Their consulting, coaching, and training has powerfully developed our talent. What they teach includes important skills like separating facts from stories, holding our opinions lightly, and remaining open and curious as we conduct our research. They provide an edge in this highly competitive industry.

— Dan Davidowitz, CFA, Portfolio Manager of flagship fund, Polen Capital  

  

 

Partnering with Focus Consulting as we started our culture journey at OPTrust was interesting, impactful and informative. The team is organized and experienced and was able to help us handle some tricky situations all while navigating the Covid-19 pandemic which meant the whole exercise was done virtually! The whole thing was fun and educational.

 Peter Lindley, President and CEO OPTrust (Canada)

Insights from Focus Consulting Group

Jim’s GEMS - Tips from Jim Ware, Founder of Focus Consulting Group, based on 25 years of helping investment firms succeed. GEM #2 - The Golden Phrase: Help me understand.

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Read our Latest Whitepaper: Strategic Planning: No Longer a Do-It-Yourself Project.

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Are You Considering Succession? You should be!

Succession is not just an HBO TV series…it is the key ingredient for your firm’s long-term success. This work is not easy, it does not happen overnight, and it certainly does not occur in isolation.

Effective succession plans should:
·      Work in lock step with your strategic plan
·      Be designed to develop and retain your next generation leaders
·      Be transparent and assessed regularly
·      Be a non-event for all stakeholders


What season of Succession is your firm in? Let’s talk about how to make it a non-event for your firm.  

To quote John Maxwell: “A leader’s lasting value is measured by succession.”

How can we help you?

Feel free to contact us with any questions.

Email
contactform@focuscgroup.com

Phone
847-989-5699