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Communicating With Clients During Market Volatility With Charles Sherry

Charles Sherry is a financial writer, analyst and speaker who is an expert on the topic of leveraging communication to increase advisor visibility. On this podcast we go deep on client communications issues during periods of market volatility.

He is is a regular contributor to popular Horsesmouth blog and he brings almost 25 years of industry experience, including six years authoring the highly-rated Schwab Market Update.

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About Charles

Charles Sherry, M.Sc. is a seasoned financial specialist who is passionate about delving deep into the markets and leveraging communication to improve the client experience. He works primarily with financial advisors, providing resources and tools that bolster client engagement, attract prospects, and save time and money.

With over 20 years' industry experience, including six years authoring the highly-rated Schwab Market Update, Charles has the background and credentials to offer unbiased and compelling commentaries that demystify the market and keep advisors placed directly in front of clients.

Charles began his career in the financial services industry with Schwab Institutional Services, where he interacted daily with financial advisors and utilized his communication skills to identify, troubleshoot and resolve problems in a timely manner.

He excelled in his role as a Senior Registered Representative, earning prestigious honors that included the coveted Circle of Excellence as well as several client service and all-around awards, all of which contributed to the firm's stellar reputation. Charles capped his career at the company in the Schwab Center for Financial Research.

By authoring the daily Schwab Market Update, he developed and sharpened his ability to synthesize economic and market data and create a top-rated report that conveyed key concepts and themes to clients. Further, his efforts helped his team earn Excellence in Service.

With a M.Sc. in finance and a B.S. in economics from Louisiana State University, Charles combines a strong theoretical knowledge of the economy and the financial markets with the practical experience gained through an impressive portfolio of market commentaries, white papers, and blog articles.

In addition to his responsibilities with Financial Jumble, Charles authors Advisor Talking Points – a succinct summary of the financial markets – for, where he is also a regular guest on Advisor Radio. He has also written numerous white papers for Horsesmouth on timely issues that impact financial advisors and their clients.

Moreover, Charles has contributed to Retirement, the Denver Post, and, a collection of vetted experts serving the financial services community.

Charles has assisted other firms, including Janus Capital, BMO Capital Markets, and Invesco on special projects.

He has also successfully delivered webinars to subscribers of Horsesmouth, spoken to groups of advisors for Ameriprise Financial, and moderated panel discussions on global investing at the annual conference of the Financial Planning Association.

Charles is an active contributor to the Financial Planning Association of Colorado, where he serves as Membership Director and is a key participant in FPA's Investment Planning Knowledge Circles, an active community of like-minded professionals who engage in dialogue about best practices and innovations on various topics. He is also an active member of Toastmasters International.

In his spare time, Charles enjoys spending time with his family, as well as hiking, skiing, and snowshoeing in the mountains of Colorado.


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