Life Beyond the Retirement Number with Andy Schelitzche | Financial Planner Search

<p>In this episode of Financial Planner Search, Andy Schelitzche, financial advisor at Manifest Planning, discusses his comprehensive, relationship-first approach to financial planning. <br /><br />Based in the Minneapolis metro with a second office in the Chicagoland area, Andy and his team act as the "quarterback" for around 450 households, coordinating with CPAs and estate attorneys to solve holistic problems for their clients.<br /></p><p>Andy explains why most people delay finding an advisor until a life event forces the conversation, and why nearly every client tells him they wish they'd started five years earlier. He pushes past the obsession with "the number" to the question he really asks clients approaching retirement: what are you going to do at 10 a.m. on Tuesdays? Along the way he covers his onboarding process, the role client events play in building referrals, and his vision for growing the next generation of advisors at Manifest Planning.<br /></p><p>Takeaways</p><p>* Retirement readiness is about lifestyle, not just a savings number</p><p>* A financial plan is a lifelong relationship, not a transaction</p><p>* Investments are one piece — real value is coordinating every part of your financial life</p><p>* Life events are what finally move people to seek advice — don't wait</p><p>* Prioritize competing goals by understanding what each truly requires</p><p><br />Chapters</p><p>* 00:00 Meet Andy Schelitzche &amp; Manifest Planning</p><p>* 03:25 Who Andy Works With &amp; Why People Seek an Advisor</p><p>* 08:27 What Keeps Clients Up at Night</p><p>* 11:58 Building Lifelong Client Relationships</p><p>* 18:45 Where New Clients Come From</p><p>* 21:36 Vision for Growth &amp; the Next Generation of Advisors</p><p>* 25:57 The Onboarding Process &amp; Annual Reviews</p><p>* 32:46 How to Connect with Andy<br /></p><p>You can find them at: <a rel="noopener noreferrer nofollow" href="http://www.manifestplanning.com" target="_blank">www.manifestplanning.com</a></p><p><br />If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a></p><p><br />#financialplanning #finance #financialplannersearch #retirementplanning #wealthmanagement #Minneapolis</p>