Hear from Ben Watson

Transcript of the video:

Soft music plays throughout.

Charles Schwab logo morphs into Schwab Coaching^® logo.

Throughout the video, the speaker (Ben Watson) appears sitting in an armchair in a relaxed setting, smiling and laughing, talking to colleagues, and speaking on stage.

Onscreen text: Ben Watson

Ben Watson: My name is Ben Watson, and I'm a Schwab Education Coach, and I specialize in technical analysis, options strategies, advanced options, futures, and index options.

Onscreen text: What do you love most about being an Education Coach?

Ben Watson: My favorite part of being a coach is having those interactions with clients, and as I'm breaking concepts down, seeing the light bulb go on and seeing that flash of understanding and recognition in their face. That's why I enjoy teaching in that live environment.

Teaching online is great because we're able to reach a lot of people, but teaching live from stage and seeing the faces of clients as they begin to understand ideas is awesome for me as a coach and educator, and hopefully, can change their lives as clients.

Onscreen text: What is your coaching style like?

Ben Watson: What makes me different from other coaches is my ability to connect with clients on a variety of different levels, across different skill sets. Different ideas.

Because of my diverse background, I'm able to connect with diverse clients.

I like to use the concept of humor, so I've spent a lot of time doing community theater and doing improv, so that I have that ability to connect with clients and get them laughing.

Now, some people in my family might not think that I'm very funny, but if I can get a client laughing about an idea, then they're going to remember what we're talking about.

Onscreen text: What makes you tick?

Ben Watson: Passion for educating. A passion for connecting with clients. But I think even beyond that, I like to help people get beyond the mythology of investing, to the reality of being able to make decisions so that they can take action, because there's a lot of mythology out there.

Onscreen text: What makes Schwab Coaching^® unique?

Ben Watson: Schwab Coaching differs from other educational resources out there in the industry in really, I think three ways.

One, we have coaches who have been in the industry and around the industry for a long time and have spent time on the water educating clients.

That means not only have we heard many of the questions that clients ask, but we've experienced many of the experiences that clients have experienced. So we're able to teach from our own experience as well as from that shared knowledge base of all of our clients.

Two, we have educational resources and strategies that we can teach that help clients in a variety of different life stages or goals that they might want to achieve. And so we can match what they want to accomplish with something that we have as an educational resource.

And then third, I think the difference between Schwab Coaching and every other educational resource out there is we're not trying to sell you anything.

We are simply grateful that you are our clients. We are there to help you be successful because when you're successful, we're successful.

Onscreen text: Schwab Coaching^® is …

Ben Watson: Schwab Coaching is clear, understandable education that allows clients to take action.

Onscreen text:
Follow Ben on X
@BenWatsonCS

On LinkedIn^®
linkedin.com/in/benwatsoncs

The image fades to solid blue.

Onscreen text: schwab.com/coaching

Music ends.

"Schwab.com" morphs into "schwab.com/coaching." Then the URL morphs into the Charles Schwab logo.

Onscreen text: Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

Past performance is no guarantee of future results; the value of investments and the income derived from them can go down as well as up. Future returns and the achievement of stated goals are not guaranteed, and a loss of principal may occur.

This material is intended for informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

Equity and index options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Call Schwab at 1-800-435-4000 for a current copy.

Technical analysis is not recommended as a sole means of investment research.

Futures, and Futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options at https://www.schwab.com/Futures_RiskDisclosure prior to trading futures products.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC).

Futures and futures options services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC is a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.