[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MichaelKitces MichaelKitces MichaelKitces posts on X about alternative investments, investment, sydney, financial planner the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::16825716/interactions)  - X Week XXXXXX +26% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +85% ### Mentions: X [#](/creator/twitter::16825716/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +125% ### Followers: XXXXXX [#](/creator/twitter::16825716/followers)  - X Week XXXXXX +0.13% - X Month XXXXXX +0.49% - X Months XXXXXX +2.70% - X Year XXXXXX +5.10% ### CreatorRank: XXXXXXX [#](/creator/twitter::16825716/influencer_rank)  ### Social Influence [#](/creator/twitter::16825716/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [alternative investments](/topic/alternative-investments) #111, [investment](/topic/investment) 8.7%, [sydney](/topic/sydney) 4.35%, [financial planner](/topic/financial-planner) #443, [mortgage rate](/topic/mortgage-rate) 4.35%, [capital gains](/topic/capital-gains) XXXX% **Top accounts mentioned or mentioned by** [@cpaplanner](/creator/undefined) [@fpacanada](/creator/undefined) [@aravindsitham](/creator/undefined) [@thinkadvisor](/creator/undefined) [@scottrfrank](/creator/undefined) [@rightcapitalhq](/creator/undefined) [@assetmapllc](/creator/undefined) [@fisurgi](/creator/undefined) [@retirementrisks](/creator/undefined) [@mattsonnen_pfi](/creator/undefined) [@mkbrinker](/creator/undefined) [@angieherbers](/creator/undefined) [@steph_bogan](/creator/undefined) [@hilarythecfp](/creator/undefined) [@scm0330](/creator/undefined) ### Top Social Posts [#](/creator/twitter::16825716/posts) --- Top posts by engagements in the last XX hours "Alternative investments have been a hot topic in recent years. When advisors recommend alternatives they assume that "due care" obligation of fiduciary First private funds are likely appropriate only for clients who can absorb the risk (in the worst-case scenario) of a XXX% loss on their investment. Second for advisors who do allocate their clients into private funds there is significant value to provide by vetting and screening private fund managers that can do a good job of safeguarding clients' money. These two takeaways shape the due diligence process for alternative assets like private" [X Link](https://x.com/MichaelKitces/status/1981375309199876382) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-23T15:01Z 93.3K followers, 1680 engagements "The arrival of robo-advisors into the financial technology landscape more than a decade ago led many to believe that the combination of (relatively) low fees and digital presence offered by robos would entice many consumers to eschew human advisors and turn to these automated tools. However since the introduction of robo-advisor technology client behavior has suggested that these original predictions of robo dominance and the downfall of human advisors have not been borne out" [X Link](https://x.com/MichaelKitces/status/1981703725308690597) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-24T12:46Z 93.3K followers, 2425 engagements "Advice Engagement is a framework that can help advisors address the challenge of motivating clients. As an emerging concept Advice Engagement is designed to improve the delivery of advice and encourage clients to become more active in the financial planning process. X Core Areas To Motivate Clients To Be More Active In The Financial Planning Process: #advicers" [X Link](https://x.com/MichaelKitces/status/1979593378401497409) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-18T17:00Z 93.2K followers, 2742 engagements "It's not that clients don't value financial planning but the data-gathering phase can often frequently stall progress through procrastination. Advisors can use Gabriele Oettingen's WOOP frameworkto motivate action: Kitces Nerd Sydney Squires highlights how using the WOOP framework (Wish Outcome Obstacle Plan) in a meeting offers a practical research-backed strategy to bridge the gap between intention and action encouraging clients to articulate not only their goals but also the internal and external obstacles likely to impede them. #advicers" [X Link](https://x.com/MichaelKitces/status/1980982483052109859) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-22T13:00Z 93.3K followers, 3244 engagements "Froman "accidental entrepreneur" path launching his firm in 2016 after a marketing internship at Personal CapitalShawn Tydlaska founder of Ballast Point Financial Planning now leads a $XXX million AUM firm serving over XXX households and reflects on both the strategic decisions that fueled his firm's growth and the missteps that tested his leadership and mental health along the way" [X Link](https://x.com/MichaelKitces/status/1981027776556564663) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-22T16:00Z 93.2K followers, 1896 engagements "When it comes to buying a product most are relatively straightforward to evaluate. They have a physical presence that can be examined.With a service on the other hand what the prospective client buys is intangible and the service provider like the financial planner is effectively forced to be selling the invisible to a prospective client" [X Link](https://x.com/MichaelKitces/status/1981042938974028034) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-22T17:00Z 93.3K followers, 1956 engagements "Alternative investments have been a hot topic in recent years. When advisors recommend alternatives they assume that "due care" obligation of fiduciary First private funds are likely appropriate only for clients who can absorb the risk (in the worst-case scenario) of a XXX% loss on their investment. Second for advisors who do allocate their clients into private funds there is significant value to provide by vetting and screening private fund managers that can do a good job of safeguarding clients' money. These two takeaways shape the due diligence process for alternative assets like private" [X Link](https://x.com/MichaelKitces/status/1978445768055751099) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-15T13:00Z 93.3K followers, 2197 engagements "Why Waiting For An Expected Rate Drop Might Not Be Worth It When Buying A House: An analysis suggests thatdelaying a home purchase at a time when the Fed is expected to cut ratesmight not be as rewarding (in terms of getting a significantly lower mortgage rate) as many clients might expect: (August Saibeni Journal of Financial Planning)" [X Link](https://x.com/MichaelKitces/status/1976996283219849237) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-11T13:00Z 93.3K followers, 4668 engagements "Capital Gains And Capital Pains: Are Tools Used To Defer Capital Gains Worth The Price An analysis of the upsides and downsides of different tools (including Section XXX ETFs exchange funds and 'side portfolios) that can be used to diversify a client's portfolio with large embedded capital gains while deferring taxation #WeekendReading (Robert Huebscher)" [X Link](https://x.com/MichaelKitces/status/1982069704878436419) [@MichaelKitces](/creator/x/MichaelKitces) 2025-10-25T13:00Z 93.3K followers, 2716 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MichaelKitces MichaelKitcesMichaelKitces posts on X about alternative investments, investment, sydney, financial planner the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% travel destinations XXXX%
Social topic influence alternative investments #111, investment 8.7%, sydney 4.35%, financial planner #443, mortgage rate 4.35%, capital gains XXXX%
Top accounts mentioned or mentioned by @cpaplanner @fpacanada @aravindsitham @thinkadvisor @scottrfrank @rightcapitalhq @assetmapllc @fisurgi @retirementrisks @mattsonnen_pfi @mkbrinker @angieherbers @steph_bogan @hilarythecfp @scm0330
Top posts by engagements in the last XX hours
"Alternative investments have been a hot topic in recent years. When advisors recommend alternatives they assume that "due care" obligation of fiduciary First private funds are likely appropriate only for clients who can absorb the risk (in the worst-case scenario) of a XXX% loss on their investment. Second for advisors who do allocate their clients into private funds there is significant value to provide by vetting and screening private fund managers that can do a good job of safeguarding clients' money. These two takeaways shape the due diligence process for alternative assets like private"
X Link @MichaelKitces 2025-10-23T15:01Z 93.3K followers, 1680 engagements
"The arrival of robo-advisors into the financial technology landscape more than a decade ago led many to believe that the combination of (relatively) low fees and digital presence offered by robos would entice many consumers to eschew human advisors and turn to these automated tools. However since the introduction of robo-advisor technology client behavior has suggested that these original predictions of robo dominance and the downfall of human advisors have not been borne out"
X Link @MichaelKitces 2025-10-24T12:46Z 93.3K followers, 2425 engagements
"Advice Engagement is a framework that can help advisors address the challenge of motivating clients. As an emerging concept Advice Engagement is designed to improve the delivery of advice and encourage clients to become more active in the financial planning process. X Core Areas To Motivate Clients To Be More Active In The Financial Planning Process: #advicers"
X Link @MichaelKitces 2025-10-18T17:00Z 93.2K followers, 2742 engagements
"It's not that clients don't value financial planning but the data-gathering phase can often frequently stall progress through procrastination. Advisors can use Gabriele Oettingen's WOOP frameworkto motivate action: Kitces Nerd Sydney Squires highlights how using the WOOP framework (Wish Outcome Obstacle Plan) in a meeting offers a practical research-backed strategy to bridge the gap between intention and action encouraging clients to articulate not only their goals but also the internal and external obstacles likely to impede them. #advicers"
X Link @MichaelKitces 2025-10-22T13:00Z 93.3K followers, 3244 engagements
"Froman "accidental entrepreneur" path launching his firm in 2016 after a marketing internship at Personal CapitalShawn Tydlaska founder of Ballast Point Financial Planning now leads a $XXX million AUM firm serving over XXX households and reflects on both the strategic decisions that fueled his firm's growth and the missteps that tested his leadership and mental health along the way"
X Link @MichaelKitces 2025-10-22T16:00Z 93.2K followers, 1896 engagements
"When it comes to buying a product most are relatively straightforward to evaluate. They have a physical presence that can be examined.With a service on the other hand what the prospective client buys is intangible and the service provider like the financial planner is effectively forced to be selling the invisible to a prospective client"
X Link @MichaelKitces 2025-10-22T17:00Z 93.3K followers, 1956 engagements
"Alternative investments have been a hot topic in recent years. When advisors recommend alternatives they assume that "due care" obligation of fiduciary First private funds are likely appropriate only for clients who can absorb the risk (in the worst-case scenario) of a XXX% loss on their investment. Second for advisors who do allocate their clients into private funds there is significant value to provide by vetting and screening private fund managers that can do a good job of safeguarding clients' money. These two takeaways shape the due diligence process for alternative assets like private"
X Link @MichaelKitces 2025-10-15T13:00Z 93.3K followers, 2197 engagements
"Why Waiting For An Expected Rate Drop Might Not Be Worth It When Buying A House: An analysis suggests thatdelaying a home purchase at a time when the Fed is expected to cut ratesmight not be as rewarding (in terms of getting a significantly lower mortgage rate) as many clients might expect: (August Saibeni Journal of Financial Planning)"
X Link @MichaelKitces 2025-10-11T13:00Z 93.3K followers, 4668 engagements
"Capital Gains And Capital Pains: Are Tools Used To Defer Capital Gains Worth The Price An analysis of the upsides and downsides of different tools (including Section XXX ETFs exchange funds and 'side portfolios) that can be used to diversify a client's portfolio with large embedded capital gains while deferring taxation #WeekendReading (Robert Huebscher)"
X Link @MichaelKitces 2025-10-25T13:00Z 93.3K followers, 2716 engagements
/creator/twitter::MichaelKitces