6 mistakes advisers make when onboarding new clients
![Don't make exceptions to your processes, which are put in place for a reason. That was the lesson Bridget V. Grimes, founder and president at WealthChoice, learned when she took on a big-name client and started making concessions.
“The result was the client thought they could alter my process, which reduces my oversight and the ability for them to reach their goals. In the end I had to request we disengage,” Ms. Grimes said.](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_111309998_PH_2_KGWLPZLTTGXA.jpg.optimal.jpg)
Don't make exceptions to your processes, which are put in place for a reason. That was the lesson Bridget V. Grimes, founder and president at WealthChoice, learned when she took on a big-name client and started making concessions.
“The result was the client thought they could alter my process, which reduces my oversight and the ability for them to reach their goals. In the end I had to request we disengage,” Ms. Grimes said.