Shawn Paulk

Examiner
DISC Type : cs

Chief Growth Officer at SPFG

Charlotte, North Carolina, United States

Overview

As Chief Growth Officer at SPFG, Shawn Paulk leverages over 25 years of financial services experience to provide customized fixed-income solutions for RIAs. His background includes leading Mergers & Acquisitions at Moneta, one of the nations largest advisory firms, and he holds a Bachelor of Science from Southwestern Oklahoma State University.

Shawn is an active participant in the financial advisor community, regularly moderating and presenting at industry conferences such as Portfolio Summits, Markets Group, and Future Proof to connect with peers and discuss market trends.

He founded his own firm, Bonefish Advisor Strategies, LLC, to support independent advisors before his current role.

Personality Overview

Overcautious

Unexpressive

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Supporting RIAs
His current role and past ventures are focused on helping independent advisors build scale and navigate challenges like managing fixed income.
Fixed-Income Solutions
He is an expert in customized fixed-income strategies, particularly how RIAs can leverage them without management fees.
Wealth Management M&A
Previously served as Senior Managing Director of Mergers & Acquisitions at Moneta, indicating deep expertise in advisory firm transactions.

Media Appearances

Shawn has no verified media appearances

Work History

8-2025
Chief Growth Officer at SPFG
1-2023 - 8-2025
Senior Managing Director, Mergers & Acquisitions at Moneta
6-2010 - 12-2022
Head of Distribution at Knowledge Leaders Capital, LLC
11-2008 - 9-2010
Founder and CEO at Bonefish Advisor Strategies, LLC
3-2005 - 8-2008
Managing Director & Head of Financial Advisor Distribution at TIAA-CREF Asset Management

Education

1988 - 1991
Bachelor of Science - BS from Southwestern Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Chief Growth Officer at SPFG
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Insights For Selling To Shawn

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawn is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Shawn

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Shawn move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Shawn take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Shawn

Personality Compatibility


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