NLE BIRD PROGRAM

BIRD dominates financial distribution transformation with its unique SAASS framework—Scale, Accelerate, Automate, Sustain, Succession. While others teach skills, BIRD teaches scale, shifting focus from transactions to transformation. This unlocks white space for growth and justifies premium positioning.

Rooted in measurement, BIRD tracks not just results but the behaviors and systems that drive them. Its data-driven feedback loops build internal scale—through leadership, discipline, and culture—beyond what market growth alone can offer.

With rising regulation, compliance is now core to MFD sustainability. BIRD embeds it into business architecture, turning it into a strategic shield that protects valuation and ensures continuity. When aligned with culture, it becomes discipline—and discipline ensures longevity.

MFDs already generate capital through SIP flows, yet many fail to reinvest in growth. BIRD helps distinguish method from market luck—guiding system-led, not chance-led, expansion.

More than a program, BIRD is an operating system—transforming individual-led practices into enduring, institutional-grade businesses.

Beyond AUM — From Practice to Business.
From Business to Valuation.

A practitioner-led program for MFDs to scale with systems, team, brand, valuation & succession — watch the full video series for free.

29

Videos

Comprehensive lessons covering every aspect of scaling your practice

1:01

Total Runtime

Over an hour of expert insights and actionable strategies

What You'll Learn

Transform your practice into a scalable business with our comprehensive curriculum covering every essential aspect of growth and valuation.

Foundations

Mindset shift from founder-led practice to system-led business. Develop clear Vision, Mission & Culture frameworks.

AUM Growth Engine

Master the 10 drivers that move the needle. Learn the Growth Posture Matrix for strategic positioning.

Scale-Up Playbook

Navigate the 12 gears from Foundation to Infrastructure to Enterprise readiness systematically.

Brand & Referrals

Build credibility, catalysts, internal branding, soft power, and trust infrastructure for sustainable growth.

Team & Org Design

12-point framework covering roles, hiring table, KRAs/KPIs, reviews, and incentive structures.

Systems & Automation

SAASS™ methodology with 10 essential systems, complete with checklists and ownership protocols.

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View Curriculum Highlights

BEYOND AUM

28 Videos

Mutual

Mindset

Business On Steroids (Snowball Effect)

The Hard Truth (Mfd Scalning Up)

A - Scale Up

B - Infrastructure

C - Enterprise Readiness