At ProfitCON, the conversations are different. This isn’t theory for theory’s sake. It’s real talk from operators who are in it – solving problems that accountants, advisors, and business owners deal with every day.
Our own Arron Bennett, CEO of Bennett Financials, was invited to speak on exactly that. Not compliance. Not surface-level tips. But the deeper issue holding so many businesses back: fragmented advice.
When tax, legal, insurance, and finance operate in silos, the business owner becomes the hub. That setup might seem manageable—until things start falling through the cracks.
In this short clip from his talk, The Evolving CEO, Arron lays out a better way:
Transcript – ProfitCON 2024 Clip “Maximize Profit with Strategic Financial Partners”
“Tax planning should be something that you’re thinking about.
We should be bringing to the table wealth management.
We should have partnerships with wealth managers.
Risk mitigation should be something that we’re thinking about as CFOs as well.
But we should also have insurance people in our pocket.
Cost remediation – those types of things.
Because business owners are sick of being the hub.
They have finance not speaking with legal, not speaking with insurance, not speaking with tax. Everything’s going through them.
Of course things are going to go wrong.
We should start working with our clients and building a position where we are the general practitioner that has all of the specialists in our network to bring to the table – and we can all speak behind the scenes.”
Why This Talk Matters
This is the hidden inefficiency no spreadsheet shows.
You can have great advisors in every category. But if they’re not working together, you’re stuck connecting the dots. That slows decisions, increases risk, and puts pressure back on the person trying to grow the business.
Strategic financial leadership means stepping into that gap.
It means serving as the connector—not just the technician. Acting like a general practitioner who coordinates the whole system, not just one part of it.
That shift isn’t just cleaner. It’s more profitable. And for business owners trying to scale without burning out, it’s essential.
Read Chapter 1 of our ebook, Profit First, Unofficial: A CFO’s Playbook for Owners to learn more about how Profit First can help your small business.