Design Your Personalised S.A.A.S.S Business Blueprintâ„¢

The Bird Business Transformation (TBT) Workshop

A 3-Day Physical Workshop for MFDs & Personal Finance Professionals

The BIRD Business Transformation (TBT) Workshop is a deep, hands-on business design workshop where participants create their own personalised S.A.A.S.S-based business plan.

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

TBC

Understand S.A.A.S.S

TBT

Design Your S.A.A.S.S Blueprint

TBS

Implement Through Systems & Courses

TBT sits between clarity and execution.

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

THE CORE OBJECTIVE

To empower MFDs and Personal Finance Professionals to create and design their ultimate personalised S.A.A.S.S Business Plan and Business Blueprint.

WHAT TBT HELPS YOU CREATE

By the end of the workshop, participants will create:

Business Direction Blueprint

Goal & Growth Blueprint

Client & Segment Blueprint

Products & Services Blueprint

Lead Generation Blueprint

Client Retention Blueprint

Team & HR Blueprint

Systems & Process Blueprint

Risk & Compliance Blueprint

Valuation & Succession Blueprint

Business Budgeting Blueprint

HR POLICIES & INDUCTION BLUEPRINT

WORKSHOP FORMAT

Program Name

The BIRD Business Transformation (TBT) Workshop

Format

3-Day Physical Workshop

Duration

2 Nights / 3 Days

Venue

Date & Place to be announced shortly

WHAT IS INCLUDED?

The TBT Workshop Investment Includes:

Complete 3-day training

The BIRD Workbook

Learning resources

Accommodation on twin-sharing basis

3 lunches

2 dinners

2 breakfasts

High tea

WHO SHOULD ATTEND?

MFDs who have understood S.A.A.S.S and want to design their own roadmap

Personal Finance Professionals planning serious business transformation

Practice owners who want clarity on scale, team, systems, and succession

Advisors who want a written business blueprint instead of scattered ideas

Professionals preparing to move from self-driven practice to structured enterprise

WHY TBT MATTERS

Thoughts Into Structure

Ambition Into Numbers

Clients Into Segments

Services Into Offerings

Team Needs Into Hiring Plans

Risks Into Protection Plans

Trail Income Into Valuation Thinking

Business Dependency Into Succession Planning

TBT is where your S.A.A.S.S vision becomes your personalised business blueprint.