Join our FREE practice success portal and accelerate your practice growth

Audere Coaching & Consulting logo
Close this search box.

How Advisers Can Systemise When They Don’t Have Time

One of the great things about making the choice to start your own business is the constant learning curve.

There’s always something more you can learn that will improve what you do in some way, even more so in the environment we’re in now where change is coming at us so rapidly.

Or as Marshall Goldsmith put it…
“What got you here won’t get you there”

One framework I rely on to help me diagnose what we may need to focus on next in your business is The Journey to Leverage click here.

Think of it as a map of the six stages an advice business or practice goes through en route to the ultimate end game of a stand-alone business that can continue to grow and endure without the input of the founder(s).

Problem is that bang in the way between profitable and efficient lies a space no one wants to get stuck in

The dangerous middle.

The middle is like quicksand. The longer you stay in there, struggling to get out through sheer strength of effort alone, the more it sucks you down.

The antidote? Systemisation

The video I wanted to share is the five-minute summary of a session I ran all about how to get through this, but it’s not just about trotting out the same old “Work on Your Business” line.

I get that it’s a bit more challenging than that for a few key reasons.

There are few of us as business owners who wouldn’t want more time to work on their business. What stops us from doing it is lack of time, split focus, having to do other things.

Here’s the paradox.

How do you solve the time problem? By having systems that allow you to hand things off and do things more easily.

How do you create the systems? By investing time to build them.

Not easy, right?

Most of us I can’t afford to take the McDonald’s route and hut the restaurant for six months to sit down and build them all, yet the longer we leave it, the more clients come on board, the more staff we need, the more technology we use…

…you get it.

Thankfully I’ve been working on this one a lot recently.

In fact, I’ve never seen as much demand across businesses I work with for systemisation as I think is happening right now.

My solution works like this.

1. Start at the right place

The process you need most is the one that will most free up your time.

It’s those recurring tasks that chew up most of your time, the ones that present themselves when you ask

“What is the stuff that if I could find somebody else to do, had a resource or had the time, or the money, I would hand off?”

Usually, they’re also not what you may think they are.

Often the mistake is in thinking handing over the advice-related tasks is the no-brainer when, if we go by the book, the order of handover is usually administrative tasks, followed by the advice related stuff, then sales & marketing and then finally handing over the process of improving the processes.

2. Accelerate Process Mapping

Have a system whereby, or more specifically you and your team, can get the systems documented much, much faster.

I’m talking not “I’ll get as much done as I can in twenty minutes”, rather than a system where it’s done in 20 minutes because, well, it needs to be.

Do it faster. It’s the only way, otherwise, you’ll never have the time.

3. Create a Blueprint

If you do steps 1 & 2 right, you’ll now have the time and headspace to approach this properly, which we all know means having a plan.

That means really stepping back and looking at it from a big picture perspective and asking big questions like…

“What does the complete picture look like when my business is finished?”

“Which processes will I have effectively put in place when my business is there?”

“What would I need to create to 3x everything and still be able to manage it?

And that right there is, at a very high level, the system that leads to systemisation at speed.

PS. If this and all of what I’ve shared in 2021 interests you and you’re thinking you might like to explore whether working with someone like me, my team and the peer group of advice professionals that make up the Leveraged community, then now may be the time to talk about how you’d like to start 2022 (ie. really, really well).

Enrolments for both our Leveraged Advice Firm & Leveraged Online programs close on 8 December (as do our 2021 membership plans), so feel free to drop me a line at to chat or check out details of the programs here.

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