Next Level Blueprint Live Workshop - Clearwater Beach, FL

For the first time, Next Level Blueprint Live will include a dedicated learning track created specifically for real estate agents.

This exclusive, invite-only experience is available to agents who have been personally invited by a loan officer attending the event.

In addition to the main business planning sessions with Carl White and Jim Reed, agents will have access to dedicated classes focused on winning more listings, improving buyer consultations, communicating their value, creating a consistent marketing plan, building financial stability, and balancing business with family life.

Carl and Jim have helped tens of thousands of mortgage and real estate professionals simplify what works, focus on what matters, and build businesses that create both results and freedom.

You will leave Clearwater with practical strategies, useful tools, and a completed plan built around the realities of growing a successful real estate business.

Exclusive Sessions for Real Estate Agents

Real estate agents will have access to dedicated sessions created specifically for the opportunities and challenges they face.

These agent-focused classes will cover topics such as:

Winning More Listings-
Learn how to prepare for listing appointments, communicate your value, lead the conversation, and improve your ability to win the listing.

Creating a Better Buyer Consultation-
Build a clear process for taking a prospective buyer from the first meeting to a signed agreement while setting expectations and demonstrating your value.

Building a Value Proposition That Stands Out-
Identify what makes you different and learn how to communicate it in a way that connects with buyers, sellers, and referral partners.

Creating a Business That Supports Your Life-
Develop a more intentional approach to balancing production, family, personal priorities, and the demands of a growing real estate business.

Building Greater Financial Freedom-
Work through practical steps for managing your income, making smarter financial decisions, and creating more stability from a commission-based business.

Planning Your Marketing Calendar-
Build a balanced marketing plan that helps you stay visible, generate opportunities, and remain consistent throughout the year.

These sessions are designed to give agents practical tools they can take home and put to work immediately.

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.

Our “Leave With A Plan” Guarantee