Building Your Ideal Financial Team

Whether you are a sole proprietor, owner of a small company, or CEO of a large corporation, having top-notch financial professionals is essential to ensuring the continued success of your business. The New Year is a great time to assess the effectiveness of your existing team – or to build one from scratch if you have not yet taken that critical step.

But how do you go about selecting the best people to look after your financial interests – a “dream team,” if you will? With the assistance of a full-service staffing firm like Daley and Associates, you can compile a group of professionals that truly embraces the word “team.” That is, a set of individuals who will work together for the benefit of your business.

While Daley certainly has the expertise to source highly qualified candidates, you may wish to do a bit of homework first to determine exactly what you are seeking. This will help you convey your needs better, so that we can deliver the very best candidates as quickly as possible.
Here are a few websites you may wish to consult:

American Bar Association legal reference

United States Bar Directory

American Institute of Certified Public Accountants

National Society of Accountants

National Association of Insurance and Financial Advisors

Once Daley has identified a slate of qualified candidates, it’s time for you to select those individuals who best fit your needs. If you are looking to hire people on full-time to work solely for your company, you will probably want to bring them in for a traditional job interview. If you simply desire to hire them to work on specific projects or to perform certain duties for your company, you can “interview” them over the phone. Daley and Associates will help screen candidates and provide your with the best options for your specific opening. Our experts have over 30 years of experience, and look forward to helping you identify, screen, and select your financial team members.

As you talk with these various individuals, you must seek to ascertain which candidates are experienced and trustworthy, and who is willing to provide service that is customized to your specific needs.

Need some assistance building your financial dream team? Contact Daley and Associates. We offer superior recruiting and placement results, specializing in auditing and financial placement.

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