Business Immersion Retreat Discovery (B.I.R.D. Workshop)
Batch 4 Coming soon
Interactive workshop where discussions and shared vision is the key. Case study based learning with focus on expansion of the mind.
This transformative program is designed to equip financial advisors and MFDs with the entrepreneurial mindset and strategic tools needed to scale their practice to new heights.
Join us for this immersive experience where theory meets practice, and transform your practice from success to significance. Together, we’ll unlock the potential of entrepreneurial thinking in the financial advisory space.
Scale Up, Accelerate, Automate, Sustainability & Succession Business Solutions
Purpose & Foundation
Expand your business operations, team size, and client base systematically while maintaining quality and efficiency.
Systems, Processes, Technology & People
Implement technology and systems to reduce manual work, minimize errors, and enhance operational
efficiency.
Culture, Products & Solutions
Increase the speed of your business growth through strategic initiatives, partnerships, and optimized workflows.
Corporate Governance & Compliance
Ensure long-term business viability through robust systems, recurring revenue models, and adaptable strategies.
Growth of Valuation
Build a strong leadership pipeline and create clear pathways for business continuity and knowledge transfer.
BIRD is a unique concept that blends strategic business management with the joy of retreat, fun, and celebration—offering Mutual Fund Distributors (MFDs) a transformative experience to recharge, realign, and reignite their business vision
This retreat is not just about learning; it’s about transforming your approach to financial planning and business management.
Founder & Director
Next Level Education (NLE) Pvt. Ltd.
Co-Founder & Director
Next Level Education (NLE) Pvt. Ltd.
Founder & Director
P M Investment
Founder & Director
Routannce
Director
Glosome Wealth X Pvt. Ltd.
Director
Glosome Wealth X Pvt. Ltd.
Founder & Director
We Care Freedom Wealth Pvt. Ltd.
Chief Business Officer (CBO)
Finowise Freedom LLP
Chief Operating Officer
Finowise Freedom LLP
Engaging talks on business growth, investment solutions, and industry best practices.
Multiple opportunities to connect with peers and industry experts throughout the workshop.
Hands-on exercises to reinforce learning and promote collaboration among participants.
Breaks for recharging, including a trip to Nandi Hills and swimming activities.
Don’t miss out on this opportunity to elevate your professional journey in the world of finance. Secure your spot today and be part of a community driving innovation and excellence in the financial sector.
Register your seat by paying the token amount of Rs.5000 plus GST.
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