Common Sense Implementations Ltd

Happy Friday everyone. A shout out to another like minded company, who we feel really offers a professional, high quality service, this time outside the world of finance. Our next recommended company is Fit For Purpose Coaching. Who offer an online and/or face to face fitness coaching service. With many years of experience and many happy clients, go check them out via the website below https://lnkd.in/dJQ3YkkD

Are you a small or medium sized finance institution? Are you: a) Considering moving 3rd party provider but not sure if you should? b) Want to consolidate business systems or consolidate various business onto one system? c) Know you want to move but don’t know how to go about selecting a new provider? d) Have created a shortlist of providers and systems but want help validating and making the final selection(s)? e) Have chosen a new provider but don’t know how best to implement it into your business? If you need help on any or all of the above, we at Common Sense Implementations can help. We have worked with several clients on delivering positive implementations to their businesses, utilising your budgets effectively and efficiently, supporting through the entire journey with a logical, easy to understand, common sense approach. For more information do not hesistate to DM, email leedavis@commonsenseimp.co.uk or call us on +44 7772786746

Big thank you to the team at Allfunds for inviting us to their annual event at the Houses of Parliament last night. As always a well attended event with some insightful speakers from inside and outside the industry. A really interesting panel discussion on the alternatives market, the use of LTIF’s and LTAF’s and what the future in this asset class may hold, and what Allfunds are doing to support this space and more. Bradley Lewis Claudio Pagliara Karen Burfoot Tom Wooders #allfunds #wealthmanagement #commonsense

We were really fortunate to be an attendee at the Intelliflo Innovate 2024 conference yesterday. Some great topics and insights from some quality speakers. Plus interesting updates from Intelliflo themselves, including the AI link-up with Aveni and the further development of their Wealthlink with SS&C. We thought the AI session with Natalie Beer and Colette Noble was really insightful, hearing how LIFT IFA have really embraced the use of AI in their offering and how it is helping them offer a better client service. A well organised event, big shout out to Mint Blue Consulting Ltd Helen Clark for organising the breakout sessions which went like clockwork and were really rich in content. There was a lot of mentions of the need to continue to embrace change in the industry, especially around AI. If you are a firm looking for help on any sort of change within the wealth management space, Common Sense Implementations can help support you on this. Please don’t hesitate to contact us using details below 07772786746 Leedavis@commonsenseimp.co.uk #intellifloinnovate24 #commonsense #wealthmanagement

A shout out to another like minded company, who we feel really offers a professional, high quality service. Our next recommended company is called Open Door Policy, run by Karl Dines. Open Door Policy consults with IFAs, product manufacturers and compliance & software support services. They create and document propositions to explain in detail how a firm operates and for use in training and education. The propositions: 1. Charges Proposition, including a Price and Value Statement. 2. Centralised Investment and Retirement Proposition (CIRP). 3. Consumer Duty Proposition. 4. Annual Update and Reset Service making sure it all remains fit for purpose. Open Door Policy also produces guides and educational collateral via blogs and press articles as well as building PowerPoints to present to audiences of 1 to 300+. Contact details and a link to the website below Telephone 07885 589 862 Email info@opendoorpolicy.co.uk Website www.opendoorpolicy.co.uk

Common Sense Approach #21 Always stay positive! After a tough week for us, two contracts being pulled for various reasons and someone in the firm losing a very close relative. It has been a week of reflection. However, whether it’s in life or running a project, staying positive is key to getting over any “bumps” in the road. The ability to learn from our experiences and then utilise that positively going forwards, is what helps us to excel. Those years of experience also helps our clients too! So, like us at Common Sense Implementations, we hope you are looking forward to the bank holiday weekend, before taking on the challenges of the new week. Oh and if you are looking for any help on delivering your next project, or even analysing what your next project should be, don’t hesitate to contact us, details below 😊 07772786746 Leedavis@commonsenseimp.co.uk #commonsense #Wealthmanagement #Implementations

Are you a financial firm with a project or projects that need managing? Looking for a steady, experienced change professional(s) who can take that burden off you and your company? Wanting a common sense approach with quality communication? We at Common Sense Implementations can help. We have worked with several clients to deliver projects effectively without soaking up budget unnecessarily. For more information do not hesistate to DM, email leedavis@commonsenseimp.co.uk or call us on +44 7772786746 #wealthmanagement #deliveringchange #commonsense

Happy Friday Everyone. To get people in the mood for the weekend, a slightly different company recommendation today, but one that is very much warranted. ******The Hot Gossip Band****** They are a very talented and professional all female vocal group. They perform at corporate/company events, festivals and weddings. Anyone in the UK and Ireland looking for someone to provide a great night’s entertainment should definitely check them out on the website below, which has videos and further social media links, plus contact details. https://lnkd.in/eaVDGdNG

Are you a financial firm with a project or projects that need managing? Looking for a steady, experienced change professional(s) who can take that burden off you and your company? Wanting a common sense approach with quality communication? We at Common Sense Implementations can help. We have worked with several clients to deliver projects effectively without soaking up budget unnecessarily. For more information do not hesistate to DM, email leedavis@commonsenseimp.co.uk or call us on +44 7772786746 #wealthmanagement #deliveringchange #commonsense