Why did Larry DeNoia, the president of ITI Strategies in Peekskill, N.Y., lose a client last winter? "It's nothing you've done," the client assured him. "We're moving away and my wife thinks we should have an advisor close by, so we can go in and talk face-to-face when we need to."
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.