Success Story with Scott D. Clary
Published on Nov 4, 2023, 9:37:58 PM
Total time: 00:09:08
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In this episode of "Success Story: Lessons," we are thrilled to have Ron Diamond, the Founder and Chairman of Diamond Wealth, who represents over 100 Family Offices with a wide financial spectrum.
Philanthropy Through Direct Investment: Ron shares his insight on the evolving face of philanthropy, highlighting how direct investments into causes can make a significant impact, citing examples from eminent philanthropists like Gates and Bloomberg.
Wealth Transfer Insights: Transitioning into wealth transfer, Ron unveils some smart strategies to pass on wealth to the next generation while minimizing tax liabilities and maintaining control over assets.
Legal Tax Mitigation Strategies: Delving into tax-saving strategies, Ron talks about how understanding and leveraging the tax code can benefit individuals across all income brackets, not just the wealthy.
The Art of Active Listening: Ron underscores the importance of active listening as a vital skill for success, encouraging us to learn from the experiences and strategies of successful individuals.
Deal Evaluation and Investment: Wrapping up the discussion, Ron gives us a glimpse into his approach towards evaluating business deals, sharing how smaller deals, though not appealing to larger family offices, can be lucrative opportunities for others.
➡️ Show Links
https://successstorypodcast.com
YouTube: https://youtu.be/ZCsYstLkr-Q
Apple: https://podcasts.apple.com/us/podcast/success-story-with-scott-d-clary/id1484783544
Spotify: https://open.spotify.com/episode/2ANee8TRfy6KpOdbzcvRCz
https://www.linkedin.com/in/ronald-diamond-68046711/
➡️ Watch the Podcast On Youtube
https://www.youtube.com/c/scottdclary
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both wins and losses, to learn more about their life, their ideas and insights. He sits down with leaders and mentors and unpacks their story to help pass those lessons onto others through both experiences and tactical strategy for business professionals, entrepreneurs and everyone in between. To get more of the Success Story podcast, go to www.successstorypodcast.com.