Episode 063: 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:

Key Takeaways

Quotes

[12:18] - "The bottom line is, as we all know, we are in a service business. Client contact is paramount." ~ Eric Diton

[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

[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

[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

Links 

Connect with our hosts

Subscribe and stay in touch

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.