--- title: "Multi-Channel Growth Strategies with Robert Conzo and Eric Diton" description: "This week, Kyle talks with Robert Conzo and Eric Diton from The Wealth Alliance. Robert is the CEO and Managing Director, and Eric is the President and…" url: https://www.milemarker.co/podcast/multi-channel-growth-strategies-with-robert-conzo-and-eric-diton updated: 2024-10-08 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 63 · Oct 8, 2024 · 49 min # Multi-Channel Growth Strategies with Robert Conzo and Eric Diton [**Rob Conzo***CEO & Managing Director, The Wealth Alliance*](https://www.milemarker.co/podcast/guests/rob-conzo)[**Eric Diton***President & Managing Director, The Wealth Alliance*](https://www.milemarker.co/podcast/guests/eric-diton) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode This week, Kyle talks with Robert Conzo and Eric Diton from The Wealth Alliance. Robert is the CEO and Managing Director, and Eric is the President and Managing Director. They discuss their journey in wealth management, from large wirehouses to establishing an independent firm. They explore growth strategies through M&A, organic client acquisition, and building strong centers of influence. The conversation explores the importance of technology, AI, and the role of social media and PR in building a successful brand. They also discuss their firm's culture, charitable initiatives like “Songs of Love”, and vision for becoming a super regional RIA. In this episode: - \[02:30\] - Money moments - \[08:28\] - The early days of The Wealth Alliance - \[10:52\] - Strategies for organic growth - \[16:20\] - Building referral relationships - \[20:05\] - The power of social media and PR - \[26:48\] - A multichannel marketing strategy - \[28:58\] - Navigating record growth and building a strong team - \[31:35\] - The future of RIAs - \[35:41\] - Embracing technology and AI in wealth management - \[42:22\] - Milemarker Minute **Key Takeaways** - The Wealth Alliance's approach to organic growth includes building relationships with referral sources, leveraging social media and PR, and providing exceptional client service. - Building strong relationships with CPAs and attorneys is crucial for generating referrals and expanding your client base. - Technology is important in streamlining operations, improving client service, and staying ahead of industry trends. - The Wealth Alliance envisions a future where super-regional RIAs play a dominant role in the industry. **Quotes** \[12:18\] - "The bottom line is, as we all know, we are in a service business. Client contact is paramount." ~ [Eric Diton](https://www.linkedin.com/in/eric-diton-02374336) \[29:06\] - "We have built a family here. It sounds cliché, but our success comes from the love and respect within our team. Everyone is willing to work really hard because they love where they work and what we're building." ~ [Eric Diton](https://www.linkedin.com/in/eric-diton-02374336) \[31:35\] - "The independent industry is consolidating. All these little RIAs are starting to come together, and I believe the future of this industry is a super-regional RIA firm controlling a region." ~ [Rob Conzo](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/) \[36:42\] - "The beauty of the independent industry is that these platforms have become more and more sophisticated. The benefactor of this technology will be the RIA, the client, and everybody else surrounded by the firm." ~ [Rob Conzo](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/) **Links** - [Robert Conzo on LinkedIn](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/) - [Eric Diton on LinkedIn](https://www.linkedin.com/in/eric-diton-02374336) - [The Wealth Alliance](https://thewealthalliance.com/) - [Salesforce](https://www.salesforce.com/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode.](https://open.spotify.com/episode/5BhkRelmYYMLSju0gbnqDQ?si=0dae6fb116014114&nd=1&dlsi=4c96e9df8b004869&utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) ## Episode 063 On this week’s episode of The Connected Advisor, I talk with [Eric Diton](https://www.linkedin.com/in/eric-diton-02374336?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria), President and Managing Director, and [Rob Conzo](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria), CEO and Managing Director of [The Wealth Alliance](https://thewealthalliance.com/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria). We discuss their journey in wealth management, from large wirehouses to establishing an independent firm. We explore growth strategies through M&A, organic client acquisition, and building strong centers of influence. Our conversation explores the importance of technology, AI, and the role of social media and PR in building a successful brand. We also discuss their firm’s culture, charitable initiatives like “Songs of Love”, and vision for becoming a super regional RIA. In this episode, we talk about their multi-channel marketing strategy, the opportunities of using social media for business, and how technology helps independent RIA firms achieve their goals and dreams. #### Key Takeaways The Wealth Alliance’s approach to organic growth includes building relationships with referral sources, leveraging social media and PR, and providing exceptional client service. Building strong relationships with CPAs and attorneys is crucial for generating referrals and expanding your client base. Technology is important in streamlining operations, improving client service, and staying ahead of industry trends. The Wealth Alliance envisions a future where super-regional RIAs play a dominant role in the industry. #### Quotes \[12:18\] - “The bottom line is, as we all know, we are in a service business. Client contact is paramount.” ~ [Eric Diton](https://www.linkedin.com/in/eric-diton-02374336?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) \[29:06\] - “We have built a family here. It sounds cliché, but our success comes from the love and respect within our team. Everyone is willing to work really hard because they love where they work and what we’re building.” ~ [Eric Diton](https://www.linkedin.com/in/eric-diton-02374336?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) \[31:35\] - “The independent industry is consolidating. All these little RIAs are starting to come together, and I believe the future of this industry is a super-regional RIA firm controlling a region.” ~ [Rob Conzo](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) \[36:42\] - “The beauty of the independent industry is that these platforms have become more and more sophisticated. The benefactor of this technology will be the RIA, the client, and everybody else surrounded by the firm.” ~ [Rob Conzo](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) #### Links [Robert Conzo on LinkedIn](https://www.linkedin.com/in/robert-conzo-cfp%C2%AE-57447330/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [Eric Diton on LinkedIn](https://www.linkedin.com/in/eric-diton-02374336?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [The Wealth Alliance](https://thewealthalliance.com/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [Salesforce](https://www.salesforce.com/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) #### Connect with our hosts [Milemarker.co](https://www.milemarker.co/#x26;utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) #### Subscribe and stay in touch [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) [YouTube](https://youtu.be/0X35IL2jhFg?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria) While there, please don’t forget to Download, Like, and Subscribe. If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/#x26;utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=building-a-firm-to-be-a-super-regional-ria). Kyle Van Pelt [**Rob Conzo***CEO & Managing Director, The Wealth Alliance*](https://www.milemarker.co/podcast/guests/rob-conzo)[**Eric Diton***President & Managing Director, The Wealth Alliance*](https://www.milemarker.co/podcast/guests/eric-diton) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 170 · Nov 10, 2026 · 27 min ### [Building a Boutique at Scale with Leah Sciabarrasi](https://www.milemarker.co/podcast/building-a-boutique-at-scale-with-leah-sciabarrasi) Leah Sciabarrasi, Crestwood Advisors Ep. 167 · Oct 20, 2026 · 45 min ### [What RIAs Should Build Before Chasing AI with Marcos Segrera](https://www.milemarker.co/podcast/what-rias-should-build-before-chasing-ai-with-marcos-segrera) Marcos Segrera, Evensky & Katz/Foldes Wealth Management Ep. 165 · Oct 6, 2026 · 27 min ### [Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri](https://www.milemarker.co/podcast/scaling-with-soul-growing-an-advisory-firm-without-losing-what-matters-with-grace-balestrieri) Grace Balestrieri, Brighton Jones