Join our FREE practice success portal and accelerate your practice growth

Audere Coaching & Consulting logo
Close this search box.

Signs You May Need Systematisation


I grew up in Wales for about four years of my life, and it left a real impression on me.

One concept that stuck with me is the idea of the “canary in the mine”, and today I wanted to explain it and link it back to a topic that has most definitely been hot in 2021 – systemisation.

For those who haven’t heard the term before, here’s the skinny.

Back in the day when Wales was the mining powerhouse of the UK, miners would work deep underground with what is by modern standards pretty basic equipment that put them at risk of all sorts of potential problems.

One of those issues was the build-up of carbon monoxide which, as most of you will know, is odourless.

Unfortunately, the first indication of an over-concentration of carbon monoxide is when you fall asleep, followed by asphyxiation. 

Hence, the practice of taking a canary down with you. If you noticed the canary had dropped off its perch, chances are you wanted to get out sharpish.

Not great if you’re canary, but a useful early-warning system if you’re a miner.

Recently I shared one of the big conundrums when it comes to systemising your business. It’s something you only realise you badly need when you don’t have time to do it (ie. your growth prevents you from investing the time, which you don’t have because you lack systems).

However, sometimes if you spot certain stuff that’s starting to happen in your business, you can take action sooner. Hence, your systemisation “canaries”

The video has the detail. Let me know what you think.

Keen for more tools, templates & insights?

Join our free best practice portal

Working with a coach shouldn’t be a guessing game.

That’s why we want to invite you to sample for yourself the unique body of training, tools, templates and resources we created specifically to help practices grow, expand and evolve.

Check out what you'll get access to
A man in a collared shirt is seen with words "Tools & Templates," "Special Access," "Training," and "Masterclass" surrounding him against a blue background.
Free portal

Access a free comprehensive portal with tools and guides designed to increase revenue by 20% and more.

Ready to talk 1-to-1? Let's chat.

Related articles

Enhancing Advisor Practices with Typedesk: Boosting Communication Efficiency

Read more »

Enhancing Your New Client Engagement Process

Read more »

Are You Choosing the Wrong Tech?

Read more »

How Advisers Can Systemise When They Don’t Have Time

Read more »

Frustrated by your practice technology?

Read more »

The First Place To Look to Fix An Inefficient Advice Process

Read more »

Signs You May Need Systematisation

Read more »

The Workflow Trap

Read more »

Which adviser would you choose?

Read more »

The Power of Refinement

Read more »

Nailing Goal Conversations

Read more »

The 3 Roles

Read more »

The Tech Lie You Don’t Want To Fall For

Read more »

The Troublesome Question of CRMs

Read more »

5 Silicon Valley Advice Trends

Read more »

Contact us

Let’s talk about how we can potentially help you and your practice to grow and evolve. We believe great advice is becoming more valuable than ever.

Be First To Know

Register your interest to become a participating practice owner or, as a BDM or PDM become an accountability coach

Register for free

There are a lot of insights waiting in since our goal is to provide value first.

Join List

Join our list and get the latest best practice insights in your inbox every fortnight