Dimitroff tries to head off problems by including an orientation for new clients that teaches them about harmful behavior and how to avoid it.
On the opposite spectrum, sometimes a client will be overly tightfisted. Sullivan uses what he calls a “funny money” account of unneeded funds that clients can decide how to spend. He explains they can take some of what the kids are going to inherit “and share it with them now,” like an African safari that will become a cherished family memory.