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The BIRD Business Transformation (TBT) Workshop

A three-day physical workshop for MFDs and personal finance professionals — a deep, hands-on business design workshop where you create your own personalised SA.A.SS business plan.

TBT is not just about understanding SA.A.SS. It is about converting SA.A.SS into your own written business blueprint.

Reserve your seat →
3 days2 nights12 blueprintsClub Cabana, Bangalore
Where TBT sits

Between clarity and execution.

TBT is the workshop where business ideas become a documented plan.

TBCUnderstand SA.A.SSThe clarity programme.
→
TBTDesign your SA.A.SS blueprintYou are here.
→
TBSImplement through systems & coursesThe operating system.

The core objectiveTo empower MFDs and personal finance professionals to create and design their ultimate personalised SA.A.SS business plan and business blueprint.

What TBT helps you create

Twelve blueprints. All of them yours, in writing.

By the end of the workshop, you will have created:

01

Business Direction Blueprint

  • Ultimate business vision
  • Mission clarity
  • Personal transformation blueprint
02

Goal & Growth Blueprint

  • Clear business goals
  • Target magic numbers
  • Growth direction
03

Client & Segment Blueprint

  • Top three target customer segments
  • Complete client profiles
  • P.A.I.N points
  • Segment-based opportunity mapping
04

Products & Services Blueprint

  • Product and service offering menu card
  • Segment-based investment solution design
  • Client value proposition
05

Lead Generation Blueprint

  • Marketing direction
  • Lead generation systems
  • Weekly meeting targets
06

Client Retention Blueprint

  • Retention strategies
  • Client experience design
  • Long-term relationship planning
07

Team & HR Blueprint

  • Team recruitment plan
  • Team development plan
  • Retention strategy
  • Appraisal structure
08

Systems & Process Blueprint

  • Business systems
  • SOP direction
  • Process design
  • Operational structure
09

Risk & Compliance Blueprint

  • Compliance plan
  • Business risk management plan
  • Protection framework
10

Valuation & Succession Blueprint

  • Business valuation multiplier blueprint
  • Succession roadmap
  • Exit strategy options
11

Business Budgeting Blueprint

  • Cost planning
  • Capacity building
  • Investment in scale
12

HR Policies & Induction Blueprint

  • HR policies
  • Team induction
  • Process blueprint
Two ways to build a business

Two very different results.

The choice you make today determines the freedom and value you create tomorrow.

Working “in” the business

You are the doer. The business depends on you.

  • Founder dependent — everything revolves around you.
  • Day-to-day operations — the diary runs the business.
  • Employees follow instructions — you manage people, not systems.
  • Income focus — too comfortable with trail income.
  • Reactive mode — you solve problems as they arise.
  • Long hours, constant stress — no time for strategy or growth.
  • Limited value — business value equals your personal value.
  • You own a job, not a business.
the
shift
Working “on” the business

You build the system. The business grows without you.

  • System driven — processes and systems run the business.
  • Strategy & growth focus — you work on the business, not in it.
  • Leaders drive results — you build a team and empower them.
  • Value focus — scalability, profitability and value come first.
  • Proactive mode — you design, plan and implement.
  • Time freedom — you create time for what matters most.
  • High value — business value is greater than your personal value.
  • You own a business that creates freedom.
Why TBT matters

Scattered ideas become a written plan.

TBT is where your SA.A.SS vision becomes your personalised business blueprint.

What is included

The workshop investment covers:

Workshop format

Where and when.

Format3-day physical workshopIn person, not online
Duration2 nights / 3 daysResidential
Date5th, 6th, 7th December 2026Three days
VenueClub CabanaBangalore
Who should attend

Come if you are ready to write it down.

01

MFDs ready to design

Those who have understood SA.A.SS and want to design their own roadmap.

02

Personal finance professionals

Planning serious business transformation.

03

Practice owners

Who want clarity on scale, team, systems and succession.

04

Advisors with scattered ideas

Who want a written business blueprint instead.

05

Professionals in transition

Preparing to move from a self-driven practice to a structured enterprise.

Voices of BIRD

From people who have been in the room.

A big thank you to Swamy Sir & Dharmendra Sir for such an amazing, brainstorming event filled with so many valuable connections! 🎉 The energy was contagious, it helped us craft better strategies, we had tons of fun, and most importantly—we made a ton of friends! 🤝✨

Chintan Kamdar

BIRD -- “Egale” after 40 yrs. goes to the highest pick & pulls out all its old feathers & breaks it’s Berk to re- Start it 2nd phase of Life for another many years. That’s what has happened to me at BIRD-Workshop. The completion of my next step will be the Thanks to the Team NLE.Reaching you all very soon.

Soumitra Mohapatra

Thanks to NLE team to make us 3 days memorable this was a amazing experience with learning fun and thanks to all participants to share their experiences and solutions I am so grateful to God and Universe to help me to attend🕋 BIRD workshop 💐👏🎉🙏

Madhusudan Goyal
Investment

Ready to transform your business?

Stop relying on hard work alone. Build the systems, structure and mindset needed to create a scalable, sustainable and valuable business.

Workshop fee₹39,895+ GST
Reserve your seat₹4,895+ GST · token amount

Fees are as published by NextLevel Education and are subject to change. Confirm the current fee, dates and venue at the time of booking.

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