Vacation

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Oct 2, 2009 9:33 am

How do you Indy guys cover your offices if you want to take a vacation out of country for a few weeks? 

Oct 2, 2009 9:39 am

I have seen some use virtual secretaries. Others get a international cell phone plan to check messages, I once went to Nice and rented a wireless card for my laptop over there. Much cheaper than using a US based one and using international roaming minutes.


Oct 2, 2009 9:43 am

Plenty of people here to manage things.

Oct 2, 2009 10:04 am

Cali .. I don't vacation with a phone or computer.  Just a personal choice, ya know.  Can you truly leave the business behind if you are Indy?  I like to travel and love to get primative.


Moraen, I think your set up is different than most Indy offices. 



Oct 2, 2009 10:08 am

Volt - there's also the internet. I use video conferencing also. iChat is awesome. You can leave easily. What's the difference from leaving for a month at Jones and leaving as an Indy?

Oct 2, 2009 10:09 am

My dream vacation would be one where I had to balls to leave my phone and laptop behind:)

Can you prep your clients. Tell them you are taking an unconnected vacation. I think most people would be ok with that. Call your custodian/bd and ask them if it is ok for clients to call the trade desk if they need to place any trades.

When I was still at a wire, if I went anywhere that didn't have cell service, my assistant would just answer the phone and tell them I would get back to them. Nothing urgent ever came up.

Oct 2, 2009 10:46 am

That's cool, thanks for the feedback.  Just curious.  At some point in my career I'll be able to travel again.  I think if I went Indy I'd set up the expectation that I'd be out of the country a few times each year.

 
M .. no idea how it works at Jones accept (opps except) that you have a BOA and can maybe offload some work on her? 
Oct 2, 2009 11:02 am

oh, in that case when you do go indy make sure to ask the custodian/bd how they handle client calls.

I never had an issue with it. I was always told it was ok for the client to call in as long as they had their account number.

Oct 2, 2009 11:10 am
voltmoie:

That's cool, thanks for the feedback. Just curious. At some point in my career I'll be able to travel again. I think if I went Indy I'd set up the expectation that I'd be out of the country a few times each year.



M .. no idea how it works at Jones accept that you have a BOA and can maybe offload some work on her?





Your BOA should be doing the same work when you are gone as when you are there .



The only thing your BOA shouldn't be doing is making trades and prospecting.

Oct 2, 2009 5:57 pm
CALI123:


Can you prep your clients. Tell them you are taking an unconnected vacation. I think most people would be ok with that. Call your custodian/bd and ask them if it is ok for clients to call the trade desk if they need to place any trades.

I did that this summer - 3 months after going indie, after most of my clients were in, i went to the Carribean for 2 weeks. My clients know i do this every summer, and i prepped them all a week before leaving. I am lucky in that i have a friend who is indie with the same B/D next door to me, (not part of my business, two separate businesses) and so i was able to forward the calls to him. But i think he got 3 calls the whole week.
And if someone wants to do a trade, they can call the home office client services who will do it for them and charge you a few bucks.
Its easy - And we work hard, if we cant do stuff like this, whats the point?