Blog
The Finterest blog
Ideas for finding and winning clients, product news from the team, and plain-language guides to prospecting inside the rules.
SignalsThe Liquidity Calendar: Why the Best Financial Professionals Prospect 180 Days After an IPO2026 is a record year for money in motion. Here is when it actually moves, and how to be in the conversation first.October 28, 2026 · 4 min read
FinThe 5-Minute Campaign: What Fin Does While You Pack the LunchesA full outreach campaign, built and live, in the time it takes to get the kids out the door.October 28, 2026 · 4 min read
Compliance guides
EmailIs cold email allowed?Yes, with rules. Which rules apply to broker-dealer reps vs RIAs, a CAN-SPAM checklist, and a five-step framework for compliant cold email.October 18, 2026 · 6 min read
ComplianceFINRA Rule 2210, explainedThe three communication categories, when principal pre-approval applies, and the 25-in-30 threshold with a worked example.October 18, 2026 · 6 min read
ComplianceThe SEC marketing rule, explainedWhat counts as an advertisement, the seven general prohibitions, testimonial conditions, and the recordkeeping tie-in.October 18, 2026 · 6 min read
LinkedInDo you have to archive LinkedIn and email?What counts as a business communication, broker-dealer vs RIA retention rules, and what a good archive setup looks like.October 18, 2026 · 6 min read
LinkedInLinkedIn outreach rulesLinkedIn is allowed for your outreach, but FINRA treats your profile, posts, and DMs differently. Here is the static-vs-interactive distinction and what it means for recordkeeping.July 15, 2026 · 3 min read
ComplianceCompliant prospecting: the complete guideThe complete guide to prospecting inside the rules: FINRA Rule 2210, the SEC marketing rule, CAN-SPAM, do-not-call and the TCPA, and recordkeeping.July 15, 2026 · 6 min read