Strategic Planning: A Client Experience

Are you getting the value you want from your acquisition or merger strategy? Join Focus Consulting Group’s Managing Partner, Keith Robinson, as he discusses this important question with industry expert Michael Pratt.  For over 25 years Michael has been on the inside of acquiring and integrating firms with positive results.  At fifteen times EBITDA multiples (or more), can you afford not to listen?  You will learn key approaches to making your acquisition a long-term success.

How can you tell if you are building a culture that is a talent magnet?  In this podcast, Jim Boyne, President at Weitz Investment Management, shares how ASSESSING their culture, KNOWING what employees are thinking, and ACTING on the results, has enabled Weitz to build a culture that attracts and retains high performing talent.

As we look ahead to 2026, thoughtful planning has never been more important. The unpredictability of the past year pushed many firms into short-term reactions. Tune in and start planning with intention. Your future firm will thank you. 

Unlock your inner genius! In this insightful episode, Jim Ware and Jack Skeen dive into what genius really means — and how to discover and optimize yours.

Volatile markets got you down (or up)?  Either way unpredictable markets can be vexing for portfolio managers and their teams, sometimes it can be hard to determine what to do.  In this latest podcast we discuss strategies for navigating volatile markets and finding success.  This will benefit all investors and market participants.  Enjoy the podcast.

Have you established your 2025 goals yet?   In this release of “Get Focused” we unlock the unconventional keys to successful goal setting that getresults.  As you will learn from this interview, it’s never too late and never a one-time event.  Learn the secrets to establishing goals that are: aligned with your firm strategy, drive success for you and your team, highly effective for developing career, and are not static.  It’s never too lateto take the first step to success.

“This is a talent industry, and our competitive advantage goes up and down in the elevators every day. I want to ensure that they don’t go down one evening and not come back up the next day.” At FCG, we have spent 25 years helping investment leaders attract, develop, and retain their talent. In our new podcast, we reveal the secrets to ensuring the talent comes back up the next day.

As we wrap up the year it's important to get compensation right and get it off the table. Bryan will share his insights into the most wholistic way to think about rewards to attract and retain top talent and drive short and long term business results.

Take a listen to our latest podcast, an interview with Sandeep Ghela, Chief Operating Officer of London-based asset manager Independent Franchise Partners (IFP), who shares IFP’s recent experience in developing a strategic plan, his strategies for gaining buy-in, and why this important work is not a DIY project. 

Join as we share insights as a follow-up to our recent whitepaper on strategic planning.  You may find that our process is different than what you may have experienced.