FINNY

Timing matters, often even more than the message, and a well-executed outbound campaign takes that into account. An analysis of FINNY data shows that messages sent between 5pm and midnight are more than 2.5x as likely to get a positive response than messages sent between noon and 5pm. Why? Because at 3pm, a lot of people are mentally taxed. Reaching out after hours creates the opportunity to be top or mind in the evening or the next morning. Building timing into your outreach is a very simple step to boost effectiveness. Of course, you could also just let your autonomous growth officer calculate optimal timing for you... @Hunter

15 outreach angles for this week (link to full article in comments): 1. SK Hynix jumps 13% in its Nasdaq debut. The second-largest IPO in history raised $26.5B on July 10. Early employees and investors in the U.S. now hold newly liquid ADS shares. The opportunity: a light-touch diversification conversation while the stock rides high, before any post-IPO caution sets in. 2. Redfin: OpenAI and Anthropic staff could buy 29% of SF homes. Combined pre-IPO equity is estimated near $200B. With no IPO date set, these employees have real but illiquid wealth today. Advisors can add value now by mapping out taxes and diversification ahead of an eventual lockup. 3. Dream Finders raised its Beazer Homes bid to $32/share. The $875M offer is a 70% premium, but Beazer's board hasn't engaged. Shareholders are watching an unresolved standoff play out in real time. The opening: help clients avoid reacting to headlines before a deal is finalized. 4. Diana Shipping extended its Genco tender offer to July 24. Two competing offers, two different structures, and a board publicly disputing the numbers. Genco shareholders face a genuinely confusing decision. An outside second opinion adds real value before the new deadline arrives. 5. Perfect Corp. agreed to go private at $2.00/share. The 48% premium deal is expected to close in Q4. Shareholders and equity holders have a known payout on a known timeline — a good moment to start planning for the cash before it actually lands. 6. Fed's June minutes flagged AI-driven energy demand as an inflation risk. Released this week, the minutes show a divided committee weighing a possible year-end hike. Clients assuming an imminent rate cut may need expectations reset ahead of the Fed's July 29 decision. 7. AMD rallied nearly 8% this week, reversing a rough stretch as its "Helios" AI push drew fresh investor attention. Sharp reversals in either direction are a good, neutral trigger to check whether a concentrated chip-stock position still matches a client's risk tolerance. 8. Bungie's 292 layoffs became final July 9. The date lands days before a notable four-year vesting anniversary tied to Sony's 2022 acquisition. Affected Bellevue employees should have their severance and any acquisition-related equity grants reviewed closely given the tight timing. 9. Newsom signed a 5-year extension of the California Competes Tax Credit on July 13. The program was set to sunset next year. Growing California businesses no longer need to rush expansion or hiring decisions to beat an expiring deadline — time to plan properly. 10. SBA doubled its combined loan limit to $10M, effective July 4. Capital-intensive small businesses in construction, manufacturing, and food production now have double the financing room. Owners who hit the old $5M ceiling have a fresh reason to revisit expansion plans. (Continues...)

The dogs approve! We're expanding our office space to make room as our team grows, and we've already received the bark of approval for the new space from Parker, Daisy, and Milo.

Commitment gets results: One new client and two more in pipeline. Learn how Connor Castellano, CFP® moved beyond waiting for referrals to take control of his own growth by using FINNY. His approach to cold outreach focused on using a conversational tone and emphasizing local connection, while utilizing best practices from FINNY's team and playbooks. Read the whole story at https://lnkd.in/eCbVGhXH

Cold Outreach works. Success Rate is defined here as the share of surveyed practices that landed at least one new client with the tactic. Referrals hold the #1 spot, but waiting for referrals is not a whole strategy. The next most successful tactic? Cold Outreach. And FINNY makes Outreach easier than ever by helping you refine you niche, find people who fit, then connect you with them with the right message at the right time. In a fraction of the time that it takes to record a podcast, write a book, or plan a client appreciation event, you could be launching effective outreach campaigns targeted specifically at your ideal clients.

20 outreach angles for this week (link to full article in comments): 1. Bending Spoons' $1.6B IPO priced. Employees of WeTransfer, Evernote, Vimeo and Eventbrite now hold newly liquid equity from the July 1 Nasdaq debut. A clean opener for advisors: help these employees think through tax timing on converted shares before year-end. 2. Lime's $174M IPO priced July 1. Early employees and pre-IPO investors in the micromobility company have a rare liquidity event. The opportunity: a diversification conversation for anyone suddenly holding a concentrated small-cap position. 3. SpaceX joins the Nasdaq-100 Tuesday. The largest IPO in history will join index funds, impacting investors across the board. Early employees in Hawthorne and Starbase hold RSUs that turned liquid this month, with lockups expiring in the coming months. Advisors: this is a low-pressure entry point to open a concentration and diversification conversation before lockup deadlines create urgency. 4. Samsung cutting 179 Englewood Cliffs jobs amid Texas HQ move. Roughly 1,000 NJ employees face a relocate-or-separate decision. Advisors can help clients run the state tax and cost-of-living math before they decide. 5. QXO completed its TopBuild acquisition July 1. Daytona Beach employees' equity converted to cash and QXO stock. Advisors have a natural opening to help affected employees decide whether to hold, diversify, or rebalance around an unfamiliar new ticker. 6. Select Medical taken private at $16.50/share. The July 1 buyout closed Mechanicsburg, PA employees' ESPP positions into cash. No decision needed on the shares themselves — the opportunity is guiding where the proceeds land next and any related tax timing. 7. Bank7 to acquire Century Bank. The July 2 deal puts Santa Fe, NM bank employees and small-business clients into an ownership transition. Advisors can add value by reviewing whether lending relationships and cash management setups will be disrupted. 8. Trump Accounts launched July 4. Over 6 million children are enrolled, but most families haven't set a contribution strategy. Advisors can add clear value by modeling out contribution scenarios for parents of kids born 2025–2028. 9. CBP tightened tariff refund filing rules effective July 7. Small importers using bonded warehouse entries face a hard deadline this week. A time-boxed, non-salesy reason to check in with import-dependent business owners. 10. Social Security's 2027 COLA could hit 4.7%. The three-month calculation window just opened. Advisors can lead with this fresh number to revisit claiming strategy with retirees and near-retirees. (Continues at https://lnkd.in/en2jE2Hu)

Like robins heralding the spring or strawberries announcing the arrival of summer, the laptop sticker is the vanguard of the new logo rollout. We're excited to officially unveil our new logo, designed in coordination with Little Plains! Watch in the coming days and weeks as we roll out the full brand refresh.

20 outreach angles for this week (link to full article in comments): 1. SpaceX Nasdaq-100 inclusion — Most QQQ holders don't realize they're automatically gaining SpaceX exposure July 7. Consider flagging this to clients with Nasdaq-100 index funds and discussing what it means for their overall tech allocation. 2. Micron's record quarter — Revenue up 346% YoY sent MU surging. Consider reaching out to Micron employees with appreciated RSUs to discuss concentration risk and whether their position size still matches their risk tolerance. 3. PCE inflation hits 4.1% — Rate hike odds jumped to nearly 90% this week. Consider reaching out to clients with variable-rate debt or bond-heavy portfolios built on the assumption that rates would fall in 2026. 4. OpenAI delays IPO to 2027 — Employees counting on tender-offer liquidity just had their timeline pushed out. Consider reaching out to discuss how the delay affects their cash flow and tax planning assumptions. 5. Anthropic AI access restored — The federal government is now a gatekeeper for frontier AI models. Consider reaching out to business owners in regulated industries to discuss the compliance planning implications. 6. FedEx beats, stock falls 6% — A beat-and-drop earnings reaction confuses shareholders. Consider reaching out to FDX and new FDXF holders to walk through whether the investment thesis still holds. 7. Tech selloff deepens — Nasdaq fell 2.2% as AI capex concerns mount. Consider reaching out to clients with concentrated Magnificent 7 exposure to revisit position sizing and diversification. 8. Microsoft hits 52-week low — MSFT is down 24% YTD heading into Xbox layoffs. Consider reaching out to employees holding RSUs who are navigating both a declining stock and job uncertainty. 9. FedEx Freight's first earnings — Spin-off shareholders now hold a new standalone stock they didn't actively choose. Consider reaching out to help them decide whether to hold, add, or sell FDXF. 10. Wendy's surges 24% on meme momentum — The move was driven by Reddit forums, not fundamentals. Consider reaching out to WEN holders to provide clarity and discuss whether their position still fits their plan.

Brevity = the soul of wit

Climbing to a new peak? Hitting a new high note? A hire right in the sweet spot? No matter how you look at it, we knew Aaron Gibralter was a shoe-in for the leadership role as our new VP of Engineering. We're beyond delighted to have him bring his many talents to our rapidly growing team. Welcome!