As a financial advisor, you wear a lot of hats.

You guide clients through retirement and beyond.

I support you behind-the-scenes to have a bigger impact with clients around the emotional side of money - to build trust and stickiness.

Introducing: Jen’s List Concierge…

A behind the scenes, on-demand referral and resource service for financial advisors who want to support their clients through retirement, career changes, and major life transitions—to enhance the relationship and build trust.

About Jen Landis-Santos

I’m a nationally certified coach and counselor who supports the clients of top financial advisors. With roots in mental health and decades of experience guiding clients through major life transitions, I bring practical, emotionally intelligent support to the moments that matter most—like retirement, career shifts, divorce and other big decisions that affect both life and money.

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Why Advisors Use Jen’s List

    • Impress your clients—without needing to be the expert in everything.

    • Stay ahead of the curve with vetted referrals and up-to-date guidance.

    • Offer trusted, current resources—without the hours of research.

    • Show up prepared, even for life events you weren’t trained to handle.

    • Enhance your value without expanding your workload.

    • Support the emotional side of money—without second-guessing yourself.

    • Feel more confident navigating the human side of planning.

    • Handle emotional client moments with clarity and care.

    • Respond with empathy—and the right resources—when life gets complicated.

    • Be ready for the real-life stuff that impacts the numbers.

    • Support the whole person—keep clients loyal for life.

    • Go beyond the numbers—and deepen client trust and retention.

    • Advising the whole person makes clients more “sticky.”

    • Holistic support = stronger relationships, longer engagement.

    • Stay top of mind—long after the portfolio review.

    • Get personalized referrals—on demand, no extra work for you.

    • A concierge that curates the right options for your client’s needs.

    • Custom support, delivered fast—so you don’t have to chase it down.

    • Your behind-the-scenes partner for trusted, tailored client referrals.

    • One request. Handpicked resources. No guesswork.

  • A Morningstar survey found that clients prioritize emotional aspects of advising over pure financial performance. From their research: “Investors continue to work with their financial advisor more for emotional reasons, such as comfort, trust and guidance (59%), than for financial ones (42%).”

    McKinsey surveys have shown an increase in clients preferring holistic  advice, rising 60% between 2018 and 2023.

    In a 2024 YCharts survey, 77% of client respondents said that more frequent or more personalized communication could significantly enhance their confidence in their advisor, 78% said it could help prevent them from switching providers and eight out of 10 said it would make them more likely to recommend their advisor to family and friends.

How It Works

  • Contact Me

    PHONE OR ONLINE INTAKE

    I have a thorough inquiry to get all the relevant details to provide a great resource.

  • Trusted Referral

    WITHIN 2 BUSINESS DAYS

    I’ll send you a vetted resource(s) relevant to share with your client. And if I don’t have a good fit, I’ll be back in touch with questions to ask to help get more insight and find an answer.

  • Share with Client

    PERSONALIZE YOUR FOLLOW UP

    Edit what we share and make it sound like you, allowing you to address the money-related decisions that come with financial planning.

Co$t for founding members:

$99 / month

Limited Spaces Available

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Apply to work with me

Interested in working together? Complete this form and I’ll be in touch shortly. I look forward to speaking with you!