CASE STUDY

How SPFG Harnesses FINTRX to Expand Advisor Reach & Drive Fixed-Income Growth

Atlanta, GA

Headquarters

~$4B+

Firm AUM

2010

Founded

SP Financial Group

Overview

SP Financial Group (SPFG) is an Atlanta-based fixed-income firm dedicated to helping RIAs deliver customized bond portfolio solutions to their clients. The firm provides a suite of individual bond portfolio services, designed to meet each client’s income, duration, and liquidity objectives. SPFG’s expertise spans portfolio management, trading, research, and support. SPFG constructs customized municipal and taxable bond

portfolios, with laddered maturities and investment-grade securities. The firm also builds ESG-oriented portfolios, leveraging the expanding supply of green and social-impact bonds to align investments with client values. Beyond traditional strategies, SPFG manages total-return opportunities through closed-end funds, preferreds, relative-value trades, and structured notes.

"In my opinion, FINTRX is the leader for finding advisors—whether in asset management, fintech, or whatever you’re looking for. It’s the very best out there, and you should look no further."

Shawn Paulk

Shawn Paulk

Chief Growth Officer, SPFG

SUMMARY

Case Study

SP Financial Group is a fixed-income firm dedicated to helping RIAs deliver customized bond portfolio solutions to their clients. The firm provides a suite of individual bond portfolio services, designed to meet each client’s income, duration, and liquidity objectives. SPFG’s expertise spans portfolio management...

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Challenges

As a firm rooted in service and long-term relationships, SPFG recognized the need for a platform that could support personalized, scalable outreach, helping its growth team connect with the right RIAs while maintaining the individualized attention their business model demands.

+ Advisor Personalization

The SPFG team needed a way to tailor outreach and communications for specific advisors, mirroring the customization they bring to portfolio management.

+ Streamlined Targeting

Identifying RIAs aligned with SPFG’s specialized bond solutions required data precision and efficiency.

+ Scalable Relationship Building

With a lean but experienced team, SPFG sought tools to expand its reach without compromising the white-glove experience advisors expect.

Why They Chose FINTRX

SP Financial Group turned to FINTRX for its AI-powered efficiency, depth of data, and exceptional client support. The platform’s intuitive interface and intelligent targeting capabilities made it easy to identify high-fit advisors and craft outreach that feels personal and relevant.

The standout feature for SPFG was the AI-driven email function, AI Analyst, which tailors messages to each advisor based on their firm characteristics and investment behavior, and much more, saving hours of manual work while improving response rates.

Combined with FINTRX’s hands-on client success team, SPFG gained a powerful prospecting engine that matches the sophistication of its own client service model.

Results & Key Benefits

Even in early implementation, SPFG’s team has seen measurable gains in outreach quality, speed, and confidence. FINTRX has helped streamline prospect discovery, refine engagement, and preserve the firm’s high standard of service.

+ Personalized AI Outreach

Advisor communications are now dynamically crafted to reflect each target’s needs, creating more meaningful first-touch conversations.

+ Efficient Target Identification

AI-driven search and filtering allow SPFG to focus on advisors who align with their fixed-income philosophy and customization capabilities.

+ Consistent Support

FINTRX’s proactive client success team provides ongoing list optimization, verification, and workflow assistance, keeping data accurate and outreach seamless.

+ Replicable Growth Framework

The firm’s approach to relationship-driven growth now scales effectively, enabling SPFG to engage new RIAs while preserving its hallmark accessibility and care.

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RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

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