News, Vision & Voice for the Advisory Community


How RIA business players in New York are roughing it through Hurricane Sandy

Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions

Author Kelly O'Mara October 31, 2012 at 6:57 PM
no description available
Todd Thomson lives on an evacuated island but decided to stay with neighbors and depend on generators.

Bill Crager


Marion Asnes


Todd Thomson


Franklin Tsung

Bill Winterberg

Bill Winterberg

October 31, 2012 — 1:14 PM

It continues to amaze me that today, in 2012, someone has to “man the phones” in an office.

Advisors, vendors, service providers, asset managers, et. al. need to ditch their aging PBX phone system and jump on the virtual phone bandwagon.

Peter Giza

Peter Giza

November 1, 2012 — 2:26 AM


If one decides to stay in a stricken area for reasons of supporting the community, etc., I can understand.

However I can’t agree more with you on planning for disaster and building a resilient business. And while I do agree with your point on PBXs, I for one am still not impressed with VOIP. Unfortunately I can still tell that I am on the other end of a VOIP conversation about 80% of the time even with large enterprise accounts.

Perhaps when people stop hugging their Exchange servers they will also stop bowing to their NEC PBXs and move into the 21st century:)


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Mentioned in this article:

AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung

Envestnet Inc
Top Executive: Jud Bergman

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