Join David Peterson & Alex Shattuck at

SCALE &PROFIT

Seminar

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

Reserve Your Seat

Explore the seminar

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.

The daily grind

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?

Stop trying to navigate scaling your agency alone. There's a smarter way.

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?

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

David Peterson (Coach P)

Systems & Team Building Expert

As the 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
Trophy Club Winner (Top 10 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)
Agencies produce 1000+ Life apps and 1000+ Health apps on an annual basis
Author of Building a Dream Team

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 insurance 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 insurance 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.

Alex Shattuck

Autopilot Recruiting

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.

The transformation

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.

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.

Imagine Your Agency Transformed

Picture this:

01Attracting and keeping top talent because you've built a destination culture.
02Getting out of the weeds for good, reclaiming your time for visionary work.
03Turning operational chaos into predictable, repeatable, scalable systems.
04Leading a team fueled by accountability, ownership, and high performance.
05Making strategic decisions with clarity and confidence as a true CEO.
06Increasing profits significantly without working yourself into the ground.
07Finally 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. 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

The Agenda

Day 1 Agenda: Building the Engine

8:00 AMRegistration
9:00 AMThe Future of Insurance, where it's heading & how to prepare (CEO Vision)
10:00 AMRecruiting Pipeline, keep your pipeline full with top talent using proven methods
10:50 AMBreak
11:05 AMOnboarding Machine, efficient, scalable ways to get new hires productive fast
11:50 AMThe Unshakeable Office Culture, how to build it, protect it, and make it your unfair advantage
12:30 PMLunch
1:15 PMSponsor Spotlights
1:45 PMCulture of Accountability, create ownership and results without micromanaging
2:45 PMBreak
3:00 PMManaging Remote Teams, systems to drive performance anywhere
4:00 PMPlays, Recap, Final Q&A
4:15 PMEnd of Day 1
5:00 PMNetworking Cocktail Hour (Connect with fellow agency leaders)
7:00 PMVIP Dinner

Day 2 Agenda: Maximizing Output & Profit

8:00 AMWelcome
9:00 AMMarketing That Works, what we spend, where, why, and the ROI obsession
10:00 AMProfit Levers, the most avoided but most critical topic: Real talk on making & keeping more money
10:45 AMBreak
11:00 AMCEO Time Management, ruthless prioritization & delegation for maximum impact
12:00 PMLunch
12:30 AMScalable Structure, the org chart that drives growth (and gets you out of the way)
1:30 PMMOA Ready, preparing for what's next & maximizing the opportunity
2:30 PMFinal Q&A and Day 2 Recap, Action Planning
3:00 PMEvent Ends

Choose your experience

Scale & Profit Tickets

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

Now enrolling

Irvine, CA

Tickets available

December 9th-10th, 2026

DoubleTree by Hilton Hotel Irvine Spectrum, 90 Pacifica, Irvine, CA 92618

Your next move

The Scale & Profit Game Plan

Attend the Seminar

Implement Our Proven Systems

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

Scale Confidently & Lead Like a CEO

Apply these strategies to build a profitable, sustainable agency that gives you freedom.

Thank You For Being a Scale & Profit Sponsor