Join David Peterson & Alex Shattuck at
SCALE & PROFIT SEMINAR
Get the blueprint for More Profit, Better Teams, and Real Freedom.
Date: August 20 & 21, 2025
Place: Chicago
Maximize Profit
Understand & control the levers of true, sustainable profitability.
A-Player Culture
Attract, develop, and retain top talent that drives results.
Own Your Freedom
Design systems that liberate your time and run effectively without you.
Does This Sound Familiar? You're Not Alone.
Are you trapped in the daily grind, feeling more like a high-paid employee than a business owner?
Overwhelmed by admin tasks that steal your highest-value time?
Drowning in daily urgencies with no space for strategic growth?
Unsure how to adapt to industry changes and stay ahead?
Constantly putting out fires instead of building the future?
Onboarding feels chaotic, leaving new hires unprepared?
Your team looks busy, but are they truly effective and aligned?
Growth stalls because you lack repeatable systems?
Feel like you’re carrying the entire business on your shoulders?
Work is draining your energy, impacting your health and relationships?
You know you're capable of more but feel stuck?
Frustrated doing $15/hour tasks when your time is worth $250+/hour?
Wondering if you'll ever truly step into the CEO role?
Stop trying to navigate scaling your agency alone. There's a smarter way.
Your Coaches: From the Trenches to the Top
Learn the systems David Peterson and Alex Shattuck use now to scale multiple agencies profitably. This is pure, actionable strategy focused on building high-performance teams, maximizing your bottom line, and reclaiming your time as a true business owner.
David Peterson (Coach P)
Systems & Team Building Expert
As a father of four, founder of Coach P, and owner of 3 thriving agencies in Dallas/Fort Worth, David Peterson has mastered building systems that drive relentless results through high-performing, culture-driven teams. He didn't just learn theory; he built his remarkable insurance business organically, without debt, by focusing on value, delegation, and empowering his people. His achievements speak volumes:
3 Office Agent in Dallas/Fort Worth
State Farm Trophy Winner (#5 Multiline Agent)
President's Club: Auto, Fire, Life, Health, Multiline
Exotic Plus (Legacy) / Exotic (MOA)
Million Dollar Round Table - Court of the Table
Chairman's Circle (Legacy & MOA)
Led team to write 1,100 Life Apps and 1,000 Health apps in 2024
Alabama Grad - Roll Tide
Father of 4
Founder of Coach P
David's Mission: To equip agency owners with the systems and leadership mindset to scale effectively, develop strong teams, and lead with more freedom and impact.
Alex Shattuck
Autopilot Recruiting
Alex started his State Farm career as an Agent Team Member in 2009 before launching his first office in Owosso, MI, in 2012. He followed that with the launch of his New Market MOA in DeWitt, MI in 2018, and opened his third office -- in Rockford, MI – in December of ‘22.
During his Agency career, Alex has accomplished many of the company’s highest achievements including Ambassador Club, Lifetime President’s Club, Chairman’s Circle, SVP Club & Honor Club -- all in both offices. He has never missed travel in either office, and is also MDRT.
He is also a best-selling author. In 2021, Alex released the book “Complacency Kills” and later that year launched the recruiting company “Autopilot Recruiting”. In September of ’22 he released his second book “Small Business, BIG RECRUITING” and he will be releasing a third book written for team members titled “Complacency Kills Insurance Sales” on May 20th of this year.
Prior to his State Farm career, Alex earned a bachelor’s degree from Ferris State University and served in the United States Marine Corps. During his time with the Marines, he was an Infantryman and fought in Fallujah, Iraq in 2006 & 2007.
He currently resides in his hometown of Mason, MI with his wife, Erin, and four children Jocelyn, Lydia, Vince & Daphne.
Together, David and Alex offer a powerful blend of strategic systems, relentless execution, and real-world experience in building profitable, scalable agencies. They understand the challenges because they live them, and they've built the solutions.
You Deserve a Business That Serves YOU.
We know you want to grow your agency, lead confidently, and increase profits—without sacrificing your life. To do that, you need clarity, proven systems, and a team you can trust. The problem? Most agents were never taught how to be CEOs. You're likely stuck in the "doing," frustrated by bottlenecks (maybe you're the bottleneck?),
and worn out from carrying too much for too long. It's time to choose: Will you remain
an agent, or will you become the architect of your business?
You deserve the tools, systems, and support to make growth simpler and more sustainable. That’s why we created the Scale & Profit Seminar—two immersive days where we pull back the curtain on the exact frameworks we use to build multiple 7-figure agencies, develop leaders, and create real freedom. We’re not holding back.
Imagine Your Agency Transformed:
Picture this:
Attracting and keeping top talent because you've built a destination culture.
Getting out of the weeds for good, reclaiming your time for visionary work.
Turning operational chaos into predictable, repeatable, scalable systems.
Leading a team fueled by accountability, ownership, and high performance.
Making strategic decisions with clarity and confidence as a true CEO.
Increasing profits significantly without working yourself into the ground.
Finally having the freedom you envisioned when you started.
Instead of being bogged down, imagine leading a business that runs efficiently, freeing you to focus on the high-impact activities only you can do.
What You’ll Walk Away With... The CEO Toolkit:
Proven Systems that Scale & Free Your Time
Learn the exact operational frameworks David & Al use to run multiple high-performing teams. These aren't theories; they're repeatable, actionable systems designed to get tasks off your plate and drive results, increasing everyone's value.
High-Performing Teams Built on Culture
Master recruiting, onboarding, and leadership strategies that attract A-players and forge a culture people want to be part of. Learn to delegate effectively, develop your people, and build a team that doesn't need constant oversight.
Reclaim Your CEO Time (Stop Wasting It!)
Identify your true hourly value and ruthlessly delegate tasks below it. Discover time management and delegation techniques to escape the daily grind, stop being the bottleneck, and focus on visionary, high-ROI activities.
Real Profit Growth & Financial Clarity
Get brutally honest insights into structuring for profitability, managing cash flow, investing wisely, and making marketing a predictable profit engine. Learn how David & Al built profitable, debt-free agencies and how you can too. Walk away with action-ready strategies to boost your bottom line.
Event Details:
Location: Westin Chicago Northwest, 400 Park Blvd, Itasca, IL
Dates: August 20 & 21, 2025
Time: 9:00 AM – 4:00 PM (both days)
Extras: Networking Cocktail Hour on Day 1
Day 1 Agenda: Building the Engine
8:00 AM: Registration
9:00 AM: The Future of Insurance – Where it's heading & how to prepare (CEO Vision)
9:30 AM: Recruiting Pipeline – Keep your pipeline full with top talent using proven methods
10:25 AM: Onboarding Machine – Efficient, scalable ways to get new hires productive fast
11:00 AM: Break
11:15 AM: The Unshakeable Office Culture – How to build it, protect it, and make it your unfair advantage
11:45 AM: Marketing That Works – What we spend, where, why, and the ROI obsession
12:15 PM: Sponsor Spotlights
12:30 PM: Lunch
1:10 PM: Additional Sponsors
1:30 PM: Culture of Accountability – Create ownership and results without micromanaging
2:10 PM: Managing Remote Teams – Systems to drive performance anywhere
3:10 PM: Break
3:25 PM: Plays, Recap, Final Q&A
4:00 PM: End of Day 1
5:30 PM: Networking Cocktail Hour (Connect with fellow agency leaders)
Day 2 Agenda: Maximizing Output & Profit
8:00 AM: Welcome
9:00 AM: Profit Levers – The most avoided but most critical topic: Real talk on making & keeping more money
9:30 AM: CEO Time Management – Ruthless prioritization & delegation for maximum impact
10:30 AM: Break
11:30 AM: Scalable Structure – The org chart that drives growth (and gets you out of the way)
12:30 PM: Break
12:45 PM: MOA Ready – Preparing for what’s next & maximizing the opportunity
1:35 PM: Final Q&A and Day 2 Recap - Action Planning
3:00 PM: Event Ends
Pricing
Coach P's proven training systems and processes are here to help you and your team succeed.
Agent Only
Exclusive access to agent-only calls.
View recordings of agent-only sessions.
Live call link posted in the agenda.
Flexible month-to-month membership.
Agent + Library
Access for both agent and team members.
Unlimited access to recorded content.
Access to agent-only call recordings and a live call link through the agenda (agent access only).
Access to a document center with scripts, word tracks, and other valuable resources.
Flexible month-to-month membership.
Library Only
Access to a comprehensive library of recorded content.
Agent and team member access included.
Access to our shared document center with scripts, word tracks, and more.
Flexible month-to-month membership.
Full Access
Unlimited access to recorded training sessions.
Comprehensive courses designed to streamline team training.
Recap emails with key takeaways sent after each live training to help you keep your team accountable.
Unlimited team member accounts included.
Access to the leaderboard and a document center with scripts, word tracks, and other valuable resources.
Early access to promotions and special events.
Flexible month-to-month membership.
Choose Your Scale & Profit Experience:
Both options deliver the blueprint to scale smarter, lead with confidence, and build a business that gives you freedom.
General Admission
$850
Full access to both days of the Scale & Profit Seminar
Proven frameworks, strategies, tips & tricks from David & Al
Q&A sessions with top-performing agency owners
Workbook and implementation planner
Networking with high-performing agents via cocktail hour
VIP Experience
$1,350 (Limited Seats Available)
Everything in General Admission, PLUS:
Exclusive VIP Dinner: Intimate dinner with David, Al, and their key team members on Night
Get direct access, ask your specific questions, and network with the speakers and other VIPs. (This alone is worth the investment!)
Preferred Seating: Get prime seating in the seminar room.
Exclusive Swag Bag: Receive a curated bag of resources and tools.
VIP Name Badge: Signal your status and facilitate connections.
The Scale & Profit Game Plan:
Attend the Seminar:
Register and join us in Chicago, August 20 & 21, 2025.
Implement Our Proven Systems:
Learn tested methods for recruiting, onboarding, culture, marketing, accountability, structure, and profit maximization.
Scale Confidently & Lead Like a CEO: Apply
Apply these strategies to build a profitable, sustainable agency that gives you freedom.
You Deserve a Business That Works for You
We know that as an agency owner, you want to grow your business, lead your team with confidence, and increase profits—while still having time and energy for the things that matter most.
In order to achieve that, you need clear systems, a dependable team, and a strategy that make growing predictable.
The problem is most agents were never given a roadmap to scale, and that leaves you
stuck, frustrated, and worn out from doing too much for too long.
You deserve tools, systems, and support that make growth simple and sustainable.
That’s why we created the Scale & Profit Seminar—two days of hands-on learning where we share the exact frameworks, strategies, and tools we’ve used to build multiple high-performing agencies.
Here’s how it works: Join us in Chicago. Learn what’s working. Leave with a plan tailored for your agency.
All you have to do is show up and engage.
So you can avoid burnout, avoid missed opportunities—and build a business that gives you freedom, not just more responsibility.