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Adam Sokolic


Adam is the Portal Conductor for the IRA Rollovers station.

He is the Senior Vice President of Retirement Partners for LPL Financial. Adam's responsibilities include the creation and day-to-day management of the firm’s Worksite Solutions suite of services and leading all technology and strategic planning efforts for the Retirement Partners team. Previously he was Senior Vice President of Operations for National Retirement Partners. Adam began his career with ADP, where he focused on payroll implementations for clients. He also spent time in the real estate industry, working with residential realtors across the country to build their practices. Adam holds Series 6 and 63 licenses.

By Adam Sokolic2/25/2013 • 1 Comments

According to a whole new area of science called behavioral economics, or BE — a blend of psychology, economics, finance and sociology — that could very well be. According to BE pioneer and Duke University professor Dan Ariely (author of the bestseller Predictably Irrational) and Rotman School of Management researcher Nina Mazar, our brains are hard-wired to choose short-term payoff over long-term gain.

By Adam Sokolic11/13/2012 • 2 Comments

We’ve all seen the estimates of the amount of assets that will roll out of qualified retirement plans over the next five years. I’ve seen studies that estimate it as high as $3 trillion. However, the scary part about this is that today the advisor/broker on the retirement plan is capturing only 5% of these assets. But there is hope to move the needle on the percent of rollovers you are capturing.

By Adam Sokolic9/29/2012 • 0 Comments