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Transition to Leonard & Company
“I experienced a seamless transition when I moved to Leonard & Company.
I am already right at home in this setting, impressed with the support I’ve received and the excellence of the RBC offerings.”
— Michael Tamulevich, Leonard & Company, Troy
Brokers coming to Leonard & Company greatly exceed the national ‘book’ retention average, retaining over 90% of their client assets when they make the transition to our firm.
Our transition team develops an efficient, customized plan for each broker to make the process as simple as possible.