Hear from Brent Moors

Transcript of the video:

Soft music plays throughout.

Charles Schwab logo morphs into Schwab Coaching^® logo.

Throughout the video, the speaker (Brent Moors) appears sitting in a chair in a relaxed setting, smiling and laughing, walking outside, and reading a book.

Onscreen text: Brent Moors

Brent Moors: My name is Brent Moors. I'm a Schwab Education Coach, and I specialize in options and advanced options.

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

Brent Moors: I enjoy being a coach because I get to see changes in people's lives. I get to see people who go from a lack of confidence and no knowledge to a higher level of knowledge.

And people who really feel empowered with their finances. It is such an important part of life.

Onscreen text: What is your coaching style like?

Brent Moors: I try and structure each of my webcasts as I'm coaching in the format of educate and then demonstrate.

And so that means not just giving you theory, it means giving you the practical implementation using our platforms.

It doesn't do you any good to just have the knowledge in your head. You need to know how to put that into action. And so we try and demonstrate that on these platforms and put it in an understandable way for you.

There's a lot of different strategies that people try and learn and frankly, people struggle learning options. For those of you who are trying to learn options, my message is: just be patient. We'll get there. We'll teach to your level. And I know that you can do it just like other people can do it.

A computer screen with financial visuals appears, with Brent Moors in a small video window in the lower left corner, talking.

Onscreen text: What makes you tick?

Brent Moors: I love being a coach because it is so relevant to people's lives. The financial aspect of people's lives, investing, is so important, and I really feel I can change people's lives in doing what I do as a coach. And so, that's what keeps me going each day, being a Schwab Coach.

Onscreen text: What makes Schwab Coaching^® unique?

Brent Moors: I love the offering that we have at Schwab Coaching because not only does it bring in the credibility and reputation and the professionalism of Charles Schwab, but also, we bring a whole community together. And you can see that community manifest itself when we are teaching webcasts, for example.

And they interact with each other, and they have a fun time with each other. And they interact with the coach as well. And so it really is like a Schwab family, if you will. And that community brings people together, and it helps people to learn.

Now, there are a lot of different ways to learn. And we teach webcasts for those that are appropriate.

We have online courses, and we have workshops that go around the country. If you live in a larger area or are willing to travel to a larger area, we'll come to you in an area near you. And I just encourage you to check those out.

The client experience on Schwab webcasts, I think it's a great one because you can interact with us as we're teaching these webcasts.

And, as an instructor on these webcasts, I'm always keeping an eye on that chat to try and see what your questions are, what your feedback is. And that way, I may be able to adapt to you and make the webcast as beneficial to you, the viewer, as possible.

Onscreen text: Schwab Coaching^® is . . .

Brent Moors: If I had to relay the Schwab Coaching experience in a few words, I'd say it's professional. It's relatable. It's practical. And hopefully entertaining.

Onscreen text:
Follow Brent on X
@BrentMoorsCS

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.

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.