Shawnda Sparks, (CRPC®, CPFA® )

Evaluator
DISC Type : csd

Wealth Advisor at Perspective Financial Group

Indianapolis, Indiana, United States

Overview

Shawnda Sparks is a Wealth Advisor and co-founder of Perspective Financial Group, where she specializes in retirement planning and wealth management for business owners. Holding CRPC® and CPFA® certifications, she is the creator of the Womens Wealth Builder 401(k) and serves as the President-Elect for NAWBO Indianapolis, championing female entrepreneurs.

Born and raised in Indiana, Shawnda resides in Fairland with her husband, a career firefighter, and their son. She is deeply passionate about community and empowering women, which is reflected in her active leadership within local business organizations. Her family lives by the motto: "Adventures are fun! So, lets have some fun! "

Interesting fact: Shawnda is a certified scuba diver with over 13 years of experience.

Personality Overview

Quality Focused

Fast But Analytical

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Women's Financial Empowerment
She created the "Women's Wealth Builder 401(k)" and is the President-Elect of the National Association of Women Business Owners (NAWBO) Indianapolis chapter.
Retirement Plan Design
Focuses on helping business owners correct plan design problems to maximize their contributions, a frequent topic in her posts and podcast appearances.
Supporting Entrepreneurs
Actively advocates for women and minority-owned businesses through her leadership in NAWBO and creates content addressing financial challenges unique to entrepreneurs.

Media Appearances

Shawnda Sparks, Perspective Financial Group. Featured in In Business Shelby County Podcast (RSS.com)

See Now

Shawnda Sparks Money Maven and NAWBO Navigator. Featured in Perspective Financial Group

See Now

Work History

7-2019
Wealth Advisor at Perspective Financial Group
6-2019 - 7-2019
Client Services Manager at Perspective Financial Group
4-2017 - 6-2019
Senior Individual Client Relationship Manager at LHD Retirement at LHD Retirement
8-2014 - 6-2019
Client Services Manager at LHD Retirement
8-2014 - 6-2019
Senior Client Relationship Manager at LHD Retirement

Education

Shawnda has no verified education history

More Information

Social Presence :

Prographics :

Exp : 19 Location : Indianapolis, Indiana, United States Job Level : N/A Designation : Wealth Advisor at Perspective Financial Group
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Insights For Selling To Shawnda

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawnda is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Shawnda

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Shawnda move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Shawnda take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Shawnda

Personality Compatibility


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