As summer and the July 4 holiday approaches, financial advisors might be ready to step away from their desks for a few days.
But this year has been volatile for investments, and advisors are often expected to be on call should a nervous client have questions, especially when millions of dollars may be on the line.
So, how do financial advisors take some much-needed time off and balance those issues, especially if they’re working as a solo advisor without backup?
We asked advisors how they juggle the personal and professional life from sandy beaches and cozy getaways. Scroll down for their answers.
