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I’m running with Aish Ha’am in the World Zionist Congress Election. REGISTER TO VOTE HERE: https://aish.com/vote/YaelTrusch

 Today we’re talking all about the customer experience, not to be confused with customer service. I’m speaking with one of the most in-demand Customer Experience consultants and speakers in the world today, David Avrin. My guest’s latest book is Ridiculously Easy to Do Business With and that’s exactly what we’re talking about. How do we make it ridiculously easy for our customers to work with us? How can the processes that might be cost effective fall short because they make the customers who we’ve worked so hard to attract leave us in frustration? Besides geeking out on David’s field of expertise, David and I speak about his career journey, his family of origin and the wonderful lessons learned about hard work, responsibility, parenting, and being uniquely and unapologetically you. David was also very candid about financial mistakes and the ways he’s looking to make sure his business is not solely dependent on him for revenue. Lots of great business, financial and life lessons in this episode.  

David Avrin helps organizations better understand and connect with their changing customers and clients to help future-proof their businesses. He has shared his content-rich, entertaining and actionable presentations with enthusiastic audiences across North America and in 28 countries around the world.  

David’s insights have been featured on thousands of media outlets. He is also the author of seven books including the acclaimed: It’s Not Who You Know, It’s Who Knows You!, Why Customers Leave (and How to Win Them Back), The Morning Huddle, and his newest book, Ridiculously Easy to Do Business With. 

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Today on Jewish Money Matters, we’re with the authors of the newly released book, The Holistic You: Integrating Your Family, Finances, Faith, Friendships and Fitness, Rabbi Daniel & Susan Lapin. We didn’t have enough time to go through all of the 5 F’s, but we definitely delved into the intersection of family and finances, as well as faith and finances, and friendship and finances. One thing is clear though, these areas are all an integral part of our lives and the Lapins will help us do better at integrating them. I wish I could have hours to talk to the Lapins because they have so much wisdom to impart. 

Known as America’s Rabbi, Rabbi Daniel Lapin is a noted rabbinic scholar, best-selling author and host of the Rabbi Daniel Lapin Show on The Blaze Radio. He is one of America’s most eloquent speakers and his ability to extract life principles from the Bible and transmit them in an entertaining manner has brought countless numbers of Jews and Christians closer to their respective faiths. He and his wife, Susan, led the Pacific Jewish Center, in Venice, California for nearly two decades. They’ve counseled thousands of people through career crises, dating and marriage dilemmas, always applying ancient Jewish wisdom to solve contemporary problems. They’re both world renowned speakers in Jewish and non-Jewish circles, notorious for their accessible Torah based approach to life’s challenges. 

Here are the delightful and insightful Rabbi Daniel and Susan Lapin. 

Get the Book: 

The Holistic You: Integrating Your Family, Finances, Faith, Friendships and Fitness HERE. 

Get the Workbook that accompanies The Holistic You HERE. 

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Are you ready to up your savings (or investing) game? Maybe this is the week to start a 52-week savings challenge. (If you want to take it up a notch, you can turn it into an investing challenge). In this episode of Jewish Money Matters, Yael explains what a 52-week savings challenge is, why do it, and how to do it. She answers a listener who is wondering whether her monthly automations to her investment account count as her savings challenge, so to speak. Another listener wants her money to grow, quick!. And another listener is wondering what type of account to open at Vanguard and whether they are a legitimate company.

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Learn the 5 Jewish Strategies for Business & Financial Fulfilment at yaeltrusch.com/strategies

My guest today says, bitachon – reliance on G-d – is actually a very simple concept. I’m delighted to bring on a Rabbi whose books on bitachon I’ve read and taught many times, Rabbi David Sutton. If you’ve ever struggled with this concept and how to apply it in your financial life, today’s show is for you.

Rabbi David Sutton is a rabbinical figure in the Syrian community in Flatbush. He and Rabbi David Ozeirey are the spiritual leaders of, and teachers in, the Yad Yosef Torah Center of Avenue J. As of late, he is the Director of SIMHA the sephardic initiative for mental health awareness. His daily audio messages on Bitachon and Emotional wellness are heard by thousands. His previously published titles include: The Sephardic Heritage Haggadah, Aleppo — City of Scholars, Stories of Spirit and Faith, Living Shabbos, and A Treasury of Sephardic Bedtime Stories and more recently the Beis Halevi on Bitachon and Ahavas Yisrael as well as two volumes of a daily dose of Bitachon.

Rabbi Sutton and I discuss: the difference between bitachon and emunah, the impact of bitachon in our relationship with money, practical tips to master bitachon, and what Ashkenazim can learn from Sephardim when it comes to the application of bitachon and their relationship with money.

This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org

Subscribe to the money newsletter readers call “the email I’m always excited to get in my inbox” at yaeltrusch.com/newsletter.

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Get your guide on teaching your kids how to manage money, the Jewish way, at yaeltrusch.com/kids

In this episode of Jewish Money Matters, Yael Trusch shares some inspirational insights and practical tips on Chanukah and the topic of this podcast, money. Why give Chanukah gelt, how much to give, how to give it, the connection between lighting the Chanukah lights and our livelihood.

This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org

Subscribe to Yael’s newsletter at yaeltrusch.com/newsletter

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This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org

Are you ready for some career advice? Cuz you’re about to get it from none other than Aliza Licht. Aliza is an award-winning marketer, bestselling author, podcaster, personal branding expert, and career development coach. She’s the founder of Leave Your Mark, a multimedia brand and consultancy, where she advises businesses and individuals on brand strategy.

Credited as a social media pioneer and one of the first fashion influencers, Aliza was the former anonymous social media phenomenon DKNY PR GIRL. Her first book, Leave Your Mark: Land Your Dream Job. Kill It In Your Career. Rock Social Media, delivers career mentorship and advice for early professionals.

Her career advice podcast by the same name has garnered over 1.8 million downloads. As a global mentor, she was named one of “America’s Next Top Mentors” by The New York Times and Business Insider’s “Top 20 Most Innovative Career Coaches.” Her second book, On Brand: Shape Your Narrative. Share Your Vision. Shift Their Perception is a comprehensive guide to personal branding and was awarded Best Book of 2023 in Business: Marketing and Advertising by the American Book Fest.

Licht is regularly featured in the media, with appearances that include Good Morning America, The Today Show, E!, Bloomberg, and now Jewish Money Matters.

I discovered Aliza’s work after October 7th, when she began using her voice and her skills as a communicator to stand up against terrorism, and antisemitism. Throughout our conversation, we speak about how to stay on brand, and how to choose what things will be on brand for you. Therefore, we had to discuss her decision to do something that may have been perceived as not on brand – using her platforms for Jewish advocacy. Listen how she was able to turn this into an “and,” not an “or.” Getting paid for your work, and the two critical things you need to consider very strongly whenever you’re presented with a career opportunity, so you can get over any self doubt you might feel and move forward. Money mindset, lessons she learned from her parents and more with the wise and wonderful, Aliza Licht.

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This episode is brought to you by American Friends of Yad Eliezer/B’ezri Help our brothers and sisters in Israel by donating today at bezri.org

In this episode of Ask Yael on Jewish Money Matters Podcast, Yael answers a listener who is wondering if bitachon is a guarantee to get what we’re relying on G-d for. Also, a listener has an opportunity to invest her only savings in a real estate transaction. Should she do it? And one of the listeners has a child with a significant amount of money that is just sitting in the bank, but was told that anything she would do with the child’s money would be too risky. What does Yael think?

Find out how to teach kids to manage money, the Jewish way at yaeltrusch.com/kids

Join Yael’s weekly bitachon class for women at yaeltrusch.com/bitachon

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This episode is brought to you by American Friends of Yad Eliezer/B’ezri. Help our brothers and sisters in Israel by donating today at bezri.org

My guest today is working with the people that others don’t want to work with – the influencers whose brand partnerships got cancelled after Oct. 7 and whose income has been affected because they’ve used their voice and platforms as advocates for the Jewish people, against terrorism and against antisemitism. Brian Spivak is the Founder of Barzel Media.

Ever since October 7, Brian has become a public and motivational speaker, a prominent figure in Tel Aviv, and an essential leader in the Pro-Israel ecosystem, despite having no prior experience in that world. He hails from the world of tech, but after the events of October 7, Brian began volunteering with the Hostages and Missing Families Forum. There he led the influencer program, managed a team of volunteers, and ensured that influencers and celebrities could advocate positively for the hostages. Throughout his time there, Brian hosted numerous celebrities and influencers, spearheading powerful influencer campaigns that had a significant impact for the families involved. Witnessing the lack of support for the Pro-Israel influencers who were loosing partnerships and income, Brian knew he needed to help these digital warriors stay afloat and continue their important work. Brian founded Barzel Media whose mission is to create an “Economic Iron Dome” for Israel & Jewish people.

Today we’re going to talk about the different ways Barzel Media tries to accomplish this. Brian and I talk about the challenges of taking on such a project, the lessons he’s learned about overcoming fears that have directly led him to where he is today in his career. Financial and life lessons that will definitely inspire you, with Brian Spivak.

You can find Brian @barzel.media or barzelmedia.com

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This episode is brought to you by American Friends of Yad Eliezer/B’ezri. Help our brothers and sisters in Israel by donating today at bezri.org

Today on Jewish Money Matters, I sit with Daniel Schulman, Author of the newly released book The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America.  What was the impetus to embark on this project and did he hesitate because of its potential to fuel antisemitism? What were some of the things he learned about the Money Kings, surprises, disappointments and what would he still like to know if he had the chance to sit and interview them? We talk about antisemitism, assimilation and of course philanthropy – one of the most beautiful and significant legacies of the Money Kings.

A little bit more about Daniel. He’s a journalist whose work has appeared in publications including the Boston Globe Magazine, Politico, Vanity Fair, the Washington Post, and Mother Jones, where he is the magazine’s deputy Washington, DC bureau chief. Schulman’s first book, Sons of Wichita, a biography of the Koch brothers, was a New York Times Best seller, a finalist for the Financial Times and won the McKinsey Business Book of the Year Award. He lives outside of Boston with his wife and sons.

Here’s Daniel Schulman.

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