A new client walks into your office. He was a referred by another client. You proceed through Step 1. He agrees to proceed. As you are explaining step 2 (data gathering) he appears to get emotionally upset. He is moving around in his chair, looks uncomfortable or refuses to provide the information you need. What should you do? Talk to the party who referred him. Talk to other family members before proceeding. Decline the client or limit the engagement or restrict the scope of your engagement to only what you have information about. Request he get professional help