October 20th & 21st, 2026 • 8:30 - 5:00pm • Hilton Clearwater Beach Resort • Clearwater Beach, FL
Hosted by Carl White and Jim Reed
Carl White and Jim Reed have helped ten’s of thousands of mortgage professionals simplify what works, focus on what matters, and build businesses that create both results and freedom.
Who else can say that… nobody… we checked.
This event is not about hype.
It’s about clarity.
It’s about strategy.
It’s about building the right plan and then knowing exactly what to do next.
This is not another event where you show up, take notes, feel fired up for a few days… and then go home with no real plan.
Next Level Blueprint Live is a 2-day, hands-on business planning workshop designed to help you step back, look at your business clearly, and build a practical plan for what comes next.
A real plan.
A real blueprint.
A real next step.
Special Early Bird Price: $897
(early bird price good thru June 1st)
Regular Price: $1,497
This Is Not a Conference. This Is a Workshop.
You are not coming to sit in the back of the room and collect a notebook full of ideas you never use.
You’re coming to work on your business.
You will learn from 2 of the top industry trainers who actually make most of their income by actually working in the industry as branch managers, not selling information about something they themselves don’t actually do or have only done in the distant past. That matters!!
Over two days, Carl White and Jim Reed will help you get clear on:
- Where your business is right now
- What’s working
- What’s not working
- What needs to change
- What deserves your focus next
- What sales activities will actually move the needle
- And what your next plan needs to look like
Most people don’t need more information.
They need a plan.
That’s what these two days are about.
You’ll leave with your completed proven plan already complete and ready to go.
Our “Leave With A Plan” Guarantee
Come to the workshop. Participate. Do the exercises. Work through the blueprint with us.
If, by the end of the event, you do not have a clearer plan for your business and your next steps, come talk to us before you leave the room on Day 2 and we’ll give a complete refund of your event ticket.
No weird hoops.
No hard feelings.
We’re that confident this workshop will help you get clear, get focused, and get moving.
The 3 Big Areas We’ll Work On
1. Business Planning
You’ll step back and look at your business with more clarity and intention.
You’ll work through what you want your business to look like next, what needs to be removed, what needs to be improved, and what priorities deserve your attention over the next 90 days and beyond.
This is about getting out of reaction mode and leading your business with a plan.
2. Business Growth
Growth does not usually come from doing 47 more random things.
It comes from knowing which few things matter most… and doing those consistently.
We’ll help you identify the opportunities already around you, the relationships worth developing, the referral sources worth focusing on, and the growth moves that can create more momentum in your business.
3. Sales
A better plan only works if it leads to better conversations.
We’ll work on the sales side too:
- How to clearly identify your value
- How you communicate your value
- How you follow up
- How you handle objections
- How you move conversations forward
- How you become more confident and consistent in your sales process
Because at the end of the day, more clarity should lead to more confidence, more conversations, better conversions, and more closed loans.
Who This Event Is For
This event is for loan officers and real estate professionals who:
- Are tired of winging it
- Want a clearer plan for their next stage of business
- Know they are capable of more
- Want stronger sales, better structure, and more momentum
- Need time to step back and think clearly
- Want to stop reacting and start building on purpose
If your business has felt too scattered, too reactive, or too dependent on just “doing more,” this event is for you.
Next Level Blueprint Live
October 20th & 21st, 2026
8:30am – 5:00pm
Hilton Clearwater Beach Resort
Clearwater Beach, Florida
Special Early Bird Price: $897
(early bird price good thru June 1st)
Regular Price: $1,497
And yes… you’ll still be right on the beach.
It’s a great location to bring your family too.
Final Thought
Your next level is not going to happen by accident.
You need time to step back.
You need the right room.
You need the right plan.
And then you need to get moving.
Join us in Clearwater Beach for Next Level Blueprint Live.
Get clear. Get focused. Get moving.
Seats are limited. Results are not.
If you show up, plug in, and implement, this will be the most productive 2 days
you've spent on your business perhaps in years.
Special Early Bird Price: $897
(early bird price good thru June 1st)
Regular Price: $1,497
Reserve your seat now for the Next Level Blueprint Live Workshop in Clearwater Beach.
October 20th & 21st • 8:30 - 5:00pm • Hilton Clearwater Beach Resort • Clearwater Beach, FL