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."

"Understandable," Larry said. "I will do everything in my power to help you have a smooth transition. I consider you a friend and I want you to work with someone with whom you'll feel comfortable, although I am disappointed.

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