My first job, I was in 4th grade, and I delivered newspapers. I started working very young. I was a cashier at a restaurant, I was a customer service rep, and I became a nurse because I enjoyed caring for people. Once I became a Financial Consultant, I really could care for my clients.
[Speaking on the phone] “This is Cheri. I’m good. How are you, Joe?”
I think the value that I add to my clients is not just having low expenses, but really getting to know my clients and helping with the big picture. Whether it’s somebody having a baby, getting married, getting divorced, a lot of emotional stuff is tied in with finance.
[Speaking to a client] “Alright, thank you so much for coming in.”
It’s a learning process every time you go into something new. Having twins was a surprise to us. We had no idea. When they were 2-1/2, they weren’t really talking like they should have been. We got a speech therapist to come in, and she had worked in autism before. She suggested that we have Hunter tested, and sure enough, we got the diagnosis and we started therapy. Five, six days a week they were coming to our house. He has done so much work to get to the place that he is today. I think he’s just awesome.
The reason I’ve stayed at Schwab for 14 years is because I really feel that I can do the right things for clients. That’s just who I am. Schwab has the philosophy of Own your tomorrow, and I think it is so true. I think I’ve done that in my own life, and I love assisting clients get from where they are to where they want to be.
Own your tomorrow®
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The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
All customers/clients appearing in this video are fictitious, are portrayed by actors, and are not Schwab clients.
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