AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Should You Make Your Qualifying Criteria Public?
David Baker: Some firms have a page on the website that basically says the criteria you need to meet as a client. But most of the time that's not true, right? Should these be public? David and Blair: We think it's a case by case basis where you would consider making at least some, if not all, of your qualifying criteriaPublic is when you are in a situation where you are spending too much time qualifying and qualifying out bad fits.