Join David Peterson & Alex Shattuck at

SCALE & PROFIT SEMINAR

Get the blueprint for More Profit, Better Teams, and Real Freedom.

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.

Trapped in the daily grind, feeling more like a high-paid employee than an 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 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?

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 to scale multiple agencies profitably. Pure, actionable strategy focused on building high-performance teams, maximizing your bottom line, and reclaiming your time.

David Peterson (Coach P)

Systems & Team Building Expert

Father of four, founder of Coach P, and owner of 3 thriving agencies in Dallas/Fort Worth. David built his insurance business organically, without debt, by focusing on value, delegation, and empowering his people.

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 1,100 Life Apps and 1,000 Health Apps in 2024

Alex Shattuck

Autopilot Recruiting

Alex launched his first office in Owosso, MI in 2012, his New Market MOA in DeWitt in 2018, and a third office in Rockford in 2022. A USMC veteran and best-selling author of "Complacency Kills" and "Small Business, BIG RECRUITING."

Ambassador Club & Lifetime President's Club
Chairman's Circle, SVP Club & Honor Club
Never missed travel in either office
MDRT qualifier
Best-selling author (3 books)
Founder of Autopilot Recruiting
U.S. Marine Corps Infantry — Fallujah, Iraq

Together, David and Alex offer a powerful blend of strategic systems, relentless execution, and real-world experience in building profitable, scalable agencies.

Imagine Your Agency Transformed

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.

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. Repeatable, actionable systems designed to get tasks off your plate.

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.

Reclaim Your CEO Time

Identify your true hourly value and ruthlessly delegate tasks below it. Escape the daily grind and focus on visionary, high-ROI activities.

Real Profit Growth & Financial Clarity

Brutally honest insights into structuring for profitability, managing cash flow, and making marketing a predictable profit engine.

Event Details

Location

W Nashville Hotel

Dates

August 5th–6th, 2026

Time

9:00 AM – 4:00 PM

Extras

Networking Cocktail Hour Day 1

Day 1: Building the Engine

8:00 AMRegistration
9:00 AMThe Future of Insurance — Where it's heading & how to prepare
10:00 AMRecruiting Pipeline — Keep your pipeline full with top talent
10:50 AMBreak
11:05 AMOnboarding Machine — Scalable ways to get new hires productive fast
11:50 AMThe Unshakeable Office Culture
12:30 PMLunch
1:15 PMSponsor Spotlights
1:45 PMCulture of Accountability
2:45 PMBreak
3:00 PMManaging Remote Teams
4:00 PMPlays, Recap, Final Q&A
5:00 PMNetworking Cocktail Hour
7:00 PMVIP Dinner

Day 2: Maximizing Output & Profit

8:00 AMWelcome
9:00 AMMarketing That Works — What we spend, where, why, and the ROI obsession
10:00 AMProfit Levers — Real talk on making & keeping more money
10:45 AMBreak
11:00 AMCEO Time Management — Ruthless prioritization & delegation
12:00 PMLunch
12:30 PMScalable Structure — The org chart that drives growth
1:30 PMMOA Ready — Preparing for what's next
2:30 PMFinal Q&A and Day 2 Recap — Action Planning
3:00 PMEvent Ends

Choose Your Scale & Profit Experience

Both options deliver the blueprint to scale smarter, lead with confidence, and build a business that gives you freedom.

Nashville

August 5th–6th, 2026

W Nashville Hotel — 300 12th Ave S, Nashville, TN 37203

California

December 8th–9th, 2026

Venue TBD — California

TBD

Coming Soon

New city announcement on the way.

TBD

Coming Soon

New city announcement on the way.

The Scale & Profit Game Plan

Attend the Seminar

Implement Our Proven Systems

Apply tested methods for recruiting, onboarding, culture, marketing, accountability, structure, and profit.

Scale Confidently & Lead Like a CEO

Build a profitable, sustainable agency that gives you freedom.

Thank You For Being a Scale & Profit Sponsor

You Deserve a Business That Works for You

You want to grow your business, lead your team with confidence, and increase profits — while still having time and energy for what matters most. You need clear systems, a dependable team, and a strategy that makes growing predictable.

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.