LinkedIn · a wealth-advisor walkthrough

How Knock wins high-value clients on LinkedIn.

Same engine as the rest of Knock, shown here for a wealth advisor — where the whole game is reaching the right person at the exact moment their life just changed. The real motion: watch for the trigger (a new C-suite role, a promotion, a funding round), warm them up with a genuine comment, connect with a real note, and only then a value-first DM. Every step from your own profile, at a human pace, and every message logged for your compliance review.

The trigger ladder

Nobody hands you their portfolio from a cold DM.

So Knock never leads with one. On LinkedIn the edge is timing — reaching someone the week their equity just became a real number. Knock catches the trigger, then climbs a ladder — a like, a genuine comment, a connection with a note — and only after they've engaged does a value DM ever get drafted. Each rung is gated on the one below it, and the whole thing waits for your approval.

  • 1
    Catch the trigger

    Knock watches your network and target list for the life-changing career events that create a planning need.

  • 2
    Notice out loud

    A reaction and a genuine comment on their announcement — public, warm, and the first time they see your name.

    Gate: a real trigger fired
  • 3
    Connect with a note

    A connection request that references the actual moment — never the blank default invite.

    Gate: you engaged first
  • 4
    Then — and only then — the value DM

    Once connected, a no-pitch message with something genuinely useful for their new situation.

    Gate: they accepted + you approve
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Trigger ladderPriya Anand · new CFO
Step 4 ready
Mon · Trigger
Caught "joined Vanteon as CFO" · Series C
Tue · Comment
Commented congrats — she reacted back
Wed · Connect
Connected with a note · accepted
Fri · DM
Drafted value DM — waiting for your approval

The four moves, in detail

Each one runs from your own logged-in LinkedIn, well under LinkedIn's weekly limits, and only after you approve it
1 Catch the trigger

LinkedIn's whole edge is timing — Knock never misses the moment.

The best advisors don't reach out at random; they reach out the week something changed. Knock watches your network and your target list for the professional events that create a real planning need — and hands you a short list, each with the reason it's a fit right now.

  • New C-suite role or promotion (equity comp in play)
  • Company funding, IPO or acquisition (a liquidity event)
  • Work anniversary — vesting milestones
  • Filter by title, company, seniority & geography
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Triggers this weekTech execs · Bay Area
5 caught
Highest planning-intent
PA
Priya AnandNew CFO at Vanteon · Series C
Engage
DK
David KimCompany acquired · likely payout
Engage
RT
Rosa TanPromoted to SVP · 5-yr vesting cliff
Engage
2 Read the signal

A new title is a whole financial story — Knock reads it.

"Joined Vanteon as CFO" isn't just a job update; it's equity comp, concentrated stock, a vesting schedule and — soon — a liquidity event. Knock reads the announcement and surfaces exactly why now is the moment, so you walk in already understanding their situation.

  • Turns a title change into the underlying planning need
  • Flags equity, concentration & liquidity implications
  • Shows you the "why now" from the post itself
  • Reads public activity only — never anything private
LinkedIn· Priya Anand · New role Signal
PA
Priya AnandChief Financial Officer at Vanteon3h · 🌐
Thrilled to share I've joined Vanteon as their Chief Financial Officer! Grateful to the team and excited for what's ahead. 🚀
New position
Chief Financial Officer
Vanteon · Series C · San Francisco
👍👏 214 · 31 comments
Knock caught
New CFO at a VC-backed company → equity comp, concentrated stock & a likely liquidity event
3 Warm up — react, then comment

Be a real peer in public before you're a pitch in private.

Before any connection or message, Knock drafts a small public warm-up: a reaction, then a genuinely thoughtful comment on the announcement — a real congratulations, not "Congrats!" and nothing else. You've now shown up as a credible peer, in front of their whole network, before you ever land in their requests.

  • React first — the lightest possible touch
  • Then a specific, genuine comment — never generic
  • Never the same comment twice — drafted per post, in your voice
  • Builds public credibility their whole network can see
LinkedIn· Reacted + commented Posted
PA
Priya AnandChief Financial Officer at Vanteon3h · 🌐
Thrilled to share I've joined Vanteon as their Chief Financial Officer! 🚀
👍👏 Liked by you & 213 others
D
You commentedCongratulations, Priya — a fantastic move, and a big one. Vanteon's in excellent hands. Wishing you a smooth first 90 days! 👏
4 Connect with a note, then the value DM

The connection is warm, so the message isn't the first hello.

LinkedIn's signature move is the connection request — and Knock never sends the blank default. It drafts a note that references the actual moment. Then, once she accepts, a value-first DM that gives before it asks: a genuinely useful primer for exactly her new situation. It sends from your personal profile (the only surface that can connect and message an individual), and waits in your approval queue.

  • A personalized note — never the empty default invite
  • The value DM fires only after she accepts
  • Gives before it asks — a resource, not a pitch
  • From your personal profile — and logged for compliance
LinkedIn· from your profile · Priya Anand Drafted
Connection request noteHi Priya — congratulations on the CFO role at Vanteon! I work with execs navigating equity comp at venture-backed companies. Would love to connect.
Priya accepted your invitation
Congrats again, Priya! Not a pitch — I put together a short primer on the equity-comp decisions new execs hit in their first 90 days (10b5-1 plans, concentration, AMT). Want me to send it over?
That would actually be really helpful — yes please 🙏
Connection requests, done right

Scan by industry, match the message, automate the send.

The connection request is LinkedIn's front door — and Knock runs the whole pipeline. It scans for the exact people you want by industry, job and title, matches each one to an intro message written for their world, and automates the send — dripping the requests out on your schedule, under LinkedIn's limits. You set the rules and approve; Knock does the sending.

1 Run the scan

Scan for exactly the people you want — by industry, job and title.

Tell Knock who you're after and it scans LinkedIn for the match — across search, your network and 2nd-degree connections — then builds a ranked list, automatically deduped against people you're already connected to. No scrolling search results for hours.

  • Scan by industry, job title, seniority & keywords
  • Narrow by company, company stage, location & connection degree
  • Layer on a trigger — new role, just funded, work anniversary
  • Auto-dedupes against existing connections & past requests
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Run a scanIndustry · job · title
Scanning
Scan criteria
  • Industry · Technology · SaaS · Healthcare
  • Job / title · CFO · CRO · VP+ · Founder
  • Seniority · Director → C-suite
  • Company · Series B+ / recently funded
  • Location · Bay Area · Austin
  • Trigger · New role ≤ 30 days
128 matches founddeduped against your connections · ranked by intent
2 Match the message

Match each person to an intro written for their industry.

One generic invite gets ignored. Knock keeps a library of intro messages — one per industry or persona — and automatically matches each person from your scan to the right one, dropping in the real name, company and the trigger. A tech exec hears about equity comp; a physician hears about practice-to-plan; an owner who just sold hears about the liquidity event. You approve each.

  • A tailored note per industry or persona
  • Merge in name, company, role & the trigger automatically
  • Never the blank default invite, never the same line twice
  • Every note still waits for your approval
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Connect notes by industryPick a segment
3 templates
Tech execsPhysiciansBusiness owners
Connect note · Tech execs
Hi {first} — congrats on the {title} role at {company}! I work with tech execs navigating equity comp at venture-backed companies. Would love to connect.
Physicians"Hi Dr. {last} — I help physicians turn a demanding practice into a plan that funds the life they want…"
Healthcare
Business owners"Hi {first} — congrats on the sale of {company}! I work with founders navigating a liquidity event…"
Owners
3 Automate the send

Automate the sending — paced like a human, tracked end to end.

Approve them one by one, or approve the batch and let Knock drip them out automatically. Requests go out spread across the day, under your weekly cap, each carrying its industry-matched intro note — and Knock tracks every one from queued to sent to accepted, so you always know what's landing. You set the rules; Knock does the sending.

  • Requests drip out on a human schedule, under LinkedIn's weekly limit
  • Each carries its industry-matched intro message
  • Live tracking: queued → sent → accepted, with accept-rate
  • Pause, edit templates or adjust the pace anytime
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Auto-send queueConnection requests
Sending
Today · 6 of 18 sent
PA
Priya AnandTech-exec intro · sent 9:12 AM
Accepted
DK
David KimOwner intro · sent 10:40 AM
Sent
RT
Rosa TanTech-exec intro · queued 2:15 PM
Queued
This week · 42 sent · 19 accepted45% accept rate · next request in 22 min
The other half — showing up, not just reaching out

Direct posts: be the expert their whole feed already trusts.

Outreach isn't only one-to-one. Knock also keeps a steady drip of your own thought-leadership — a short lesson on equity comp, an honest market note, a client story — so that when an exec in your network finally has the money question, you're the name they've been reading for months. You approve every post; nothing publishes on its own.

What Knock drafts for you

  • Equity-comp explainers
  • Market & rate commentary
  • Exec-planning checklists
  • Client win (anonymized)
  • Timely reaction to the news

Where it can post

  • Your personal profile (best reach)
  • Your Company Page (firm brand)
Spaced across the week, never all at once — and always your approval before it publishes. Every post is captured for your compliance records.
LinkedIn· Your profile · Post Scheduled
D
Daniel Reyes, CFP®Private wealth for tech executivesDraft · publishes Tue 8:30 AM
5 equity-comp mistakes I see new execs make in their first 90 days 🧵 — and the simple fix for each. (#3 is the one that quietly costs the most.)
Drafted by Knock · you approve
Thought-leadership post · your profile · scheduled into the week's cadence
👍👏 Builds credibility with every exec in your network
Close the loop

When your posts get engagement, Knock helps you answer every one.

A post that pulls comments from execs is a room full of warm leads — but only if you reply. Knock watches the interactions on your own posts and drafts a thoughtful reply to each commenter plus a reaction back, so every senior person who raised their hand hears from you, in your voice.

What it watches on your posts

  • New comments
  • Reactions
  • Reshares
  • Profile views after a post

What Knock drafts back

  • A thoughtful reply to each comment
  • A reaction back on comments & reshares
  • A soft follow-up to the most engaged
An exec commenting on your equity-comp post is a lead raising their hand — Knock makes sure not one is left on read. Every reply still waits for your approval.
LinkedIn· Your post · Replying 12 to answer
D
Daniel Reyes, CFP®Private wealth for tech executives1d · 🌐
5 equity-comp mistakes I see new execs make in their first 90 days 🧵
👍👏 You reacted back · 96 reactions · 12 comments
PA
Priya AnandThis is spot on — wish I'd read #3 before my last role 🙌
👍 You reacted · 2h
D
You repliedThank you, Priya! 🙏 Happy to go deeper on #3 anytime — it's the one that quietly costs people the most.
The distinction that trips everyone up

Your personal profile and your Company Page do two different jobs.

They are not interchangeable — and LinkedIn itself enforces the difference. Knock uses each for what it's actually allowed and actually good at: your profile reaches out, your Company Page broadcasts. Here's exactly how each one works.

Your personal profile

The one that reaches out

You, the advisor — the only surface LinkedIn lets connect with and message an individual.
What it does in Knock
  • Sends connection requests with a note
  • Reacts & comments on prospects' announcements
  • Sends the personal DM — the whole point
  • Posts thought-leadership (people out-reach Pages)
  • No default blank invites — always a real note
Why it matters: a Company Page can't send a connection request or DM a person — only a personal profile can. And LinkedIn favors people over logos on reach. So the entire reach-out ladder runs here, from the real you.
Your Company Page

The one that broadcasts

Your firm's brand — great at being followed, built to publish and to build trust.
What it does in Knock
  • Publishes firm content to followers
  • Grows followers & brand credibility
  • Reflects the firm behind the advisor
  • Cannot send connection requests
  • Cannot DM an individual — LinkedIn forbids it
Why it matters: the Page is broadcast-and-credibility by design. It keeps the firm visible and trusted — but it can't do the reaching-out. Trying to force it to just isn't possible on LinkedIn.
Profile → out. Connection requests, comments, DMs and thought-leadership that start real relationships. This is where clients actually come from.
Company Page → found & trusted. Broadcast the firm's expertise and grow your following. This is where credibility compounds.

One approval queue drives both — Knock routes each action to the surface it's allowed on, and captures every message for your compliance review, so you never think about the profile-vs-Page rules yourself.

True on every move above

Built for a regulated advisor — and for LinkedIn's limits.

Reaching high-value clients only works if it never looks automated and never worries your compliance team. So the same guarantees hold on every connect, comment, DM and post.

Your own profile, your voice
Every connect, comment, DM and post runs from your real, logged-in LinkedIn — never pooled, never proxied, never a bot handle.
Compliance-friendly by design
Every drafted message waits for your explicit review and is captured for your records. Human-in-the-loop isn't just safe — it's how a regulated advisor is supposed to operate.
Well under LinkedIn's limits
A handful of connects and actions a day, jittered and mixed — kept comfortably beneath LinkedIn's weekly invitation ceiling so your account stays healthy.

Want the same depth on the other channels? Facebook · Instagram · Every platform →

Reach the right client at exactly the right moment.

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