Advisor Customized "Outsourced" Reporting Solutions

Are you one of the many advisors that have contemplated the creation of a custom investment reporting solution, but were overwhelmed with the concept? Building and maintaining a custom investment due diligence solution can be a daunting and resource intensive undertaking, yet one which can pay huge dividends for your practice. In this session, top advisors that have developed their own unique reporting solutions will present their rationales, share their successes, challenges and divulge the ROI attained as a result of implementing a custom solution. To fully appreciate what the full development life cycle entails, this session will feature the stages of customization, including the beginning, 6-9 months after the initial decision and a glimpse of the finished product.


Segment 1
Download MP3


Adam Sokolic
Sr. VP of Operations, National Retirement Partners

Adam Sokolic is the Sr. VP of Operations for National Retirement Partners (NRP). NRP is a recognized leader in the retirement plans industry and dedicated to building the largest network of independent advisor serving plan sponsors and the high net worth individuals. Mr. Sokolic is responsible for the firm's Human Resource, IT and Physical Plant departments. Most of Adam's time is devoted to the development and enhancement of the support services provided to NRP members. Focused on payroll implementation, he started his career with Automatic Data Processing (ADP). Adam subsequently devoted his time to helping residential realtors across the nation develop their practices. Mr. Sokolic earned his BS degree in accounting from the Pennsylvania State University. He also holds the FINRA Series 6 and 63 licenses.


Like us on Facebook Follow us on Twitter Connect with us on LinkedIn VMS

  Back to "2010 CFDD Advisor Conference Speaker Interviews" Show Home
Back to "The Center for Due Diligence" Station Home