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Cassidy Arbeli
United States
เข้าร่วมเมื่อ 13 ธ.ค. 2016
Scaling + Freedom Strategies for Women In Business
Come hang out with us weekly for all the tips, tactics, and training sharing all the proven strategies and frameworks to scale and gain freedom. Building a profitable freedom-based business.
This is for the women that want to join THE FREEDOM MOVEMENT- where women gain more power, money, + impact.
Common Topics:
Vision, Goal Setting, Branding, Marketing, Processes, Team Building, Productivity, Retention, Sales, Money Management and so much more!
Go to www.cassidyarbeli.com for more Free Sh*t and Ways to Work with Cassidy.
Cassidy Arbeli is a serial CEO with over 14 years of experience in multiple industries. Working to have time and money freedom. She has a Bachelors & Masters In Organizational Psychology, over 40+ million in business revenue, 5 different industries, 3 kids, and happy marriage! You too can have it all!
SUBSCRIBE FOR WEEKLY VIDEOS!
5 WAYS WE SOLD 900K IN NB PREMIUM IN ONE MONTH + BUILD A SELF-RUN BUSINESS WITHOUT ME! LIVE IN VEGAS
Come hang out with us as I share my speech on how we got our agency to produce 900k in new business premium in our insurance agency and knowledge that will help any business increase revenue and build a self-run business.
This was live in Las Vegas at the 2nd Annual ABU conference
Whatch this video next Custome CRM with Monday - th-cam.com/video/gA5dvnXSpCA/w-d-xo.htmlsi=CURtBe7LWf_kEwQI
Check Out [The 15 Min Biz Quiz]- learn what you need to fix next in your business!
cassidyarbeli.com/biz
Agency Owner Notion Template www.unburdenyourbusiness.com/notion
Hang out with us on social for more BTS and more tips, tools, and tricks!
agency_by_design
Join the fast-growing FB Group with weekly Q&A and
Community groups/femaleinsuranceagencyowners
RESOURCES: 📌
Free Notion Account notion.grsm.io/2lep0cm546t2
Skillshare FREE 30 Days skillshare.eqcm.net/c/3486408...
Monday.com- Learn More about using monday try.monday.com/unburdenyourbu...
ALL THE FREE RESOURCES www.cassidyarbeli.com/
DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content.
This was live in Las Vegas at the 2nd Annual ABU conference
Whatch this video next Custome CRM with Monday - th-cam.com/video/gA5dvnXSpCA/w-d-xo.htmlsi=CURtBe7LWf_kEwQI
Check Out [The 15 Min Biz Quiz]- learn what you need to fix next in your business!
cassidyarbeli.com/biz
Agency Owner Notion Template www.unburdenyourbusiness.com/notion
Hang out with us on social for more BTS and more tips, tools, and tricks!
agency_by_design
Join the fast-growing FB Group with weekly Q&A and
Community groups/femaleinsuranceagencyowners
RESOURCES: 📌
Free Notion Account notion.grsm.io/2lep0cm546t2
Skillshare FREE 30 Days skillshare.eqcm.net/c/3486408...
Monday.com- Learn More about using monday try.monday.com/unburdenyourbu...
ALL THE FREE RESOURCES www.cassidyarbeli.com/
DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content.
มุมมอง: 172
วีดีโอ
All In Week - 4 Day Business Mastermind Intensive with women in business owners.
มุมมอง 434 หลายเดือนก่อน
All In Week was the best event we have had to date, HANDS DOWN! If you want to join the waitlist to find out more about the next one then click this link to save your spot! www.unburdenyourbusiness.com/pl/2148308312 Check Out [The 15 Min Biz Quiz]- learn what you need to fix next in your business! cassidyarbeli.com/biz Agency Owner Notion Template www.unburdenyourbusiness.com/notion Hang out wi...
WHY YOU AREN'T HITTING YOUR GOALS YOU SET + HOW TO CHANGE THAT - You need a system + not just a goal
มุมมอง 1066 หลายเดือนก่อน
Today I share with you the things I learned about achieving what I truly desire and the shifts I had to make to stop setting the same goals every year month and start checking them off! because at the end of the day, it's about growing and scaling not being stuck in the same place over and over. Most people will sit down at least at the beginning of the year and set goals but they stop there. S...
Plan With Me Feb 2024 | How I Plan my Month + Week as a Busy CEO!
มุมมอง 1677 หลายเดือนก่อน
Today I am sharing how I use the Happy Planner Monthly Dashboard layout in my planner to plan. I am going into detail about how I use each section and what is working for me as I look at the entire month of February and into the first week. January Plan With Me -th-cam.com/video/LxLFc9NUPqc/w-d-xo.html Links Below! The Happy Planner Monthly layout- thehappyplanner.com/collectio... The Happy Pla...
Winning Your Week Method | How to get it all done | Planning your week as an Entrepreneur
มุมมอง 1507 หลายเดือนก่อน
In today's video, I was training a group LIVE on my System to plan my weeks that allow me to be a mom of 3 kids from 5-11, a CEO and owner of 5 businesses in industries from Insurance, and manufacturing products, to real estate, to online business consulting and strategy for women entrepreneurs, and I have a bachelors and masters degree in organizational psychology and I am a dissertation away ...
How To Say Bye To Low-Level Tasks + Make More Money In Less Time | Productivity + Execution Hacks
มุมมอง 907 หลายเดือนก่อน
Are you tired of being bogged down by low-level tasks that eat up your precious time? You are probably doing all the things that you shouldn't be doing! Today I share strategies to streamline your workflow, allowing you to focus on what truly matters and skyrocket your earnings. You can use the same amount of time in your day (or maybe even less) and focus on what will make the biggest differen...
My Office Setup | Declutter & Organize + Remote Work Tour!
มุมมอง 6537 หลายเดือนก่อน
After 6 months of working from home, I desperately needed a refresh sesh! It is so important to make sure that your physical working space is organized and set up for massive productivity. I have spent a lot of time here and feel like I have a better idea of what needs to stay and what needs to go. So hang out with me as I reorganize, declutter, and set up my office for 2024. This is your sign ...
5 Powerful Steps I Do for Success In A New Year!
มุมมอง 1838 หลายเดือนก่อน
Kickstart your year with our latest video, "5 Powerful Steps I Do for Success In A New Year! " Dive into practical insights on reflection, goal-setting, and creating an actionable plan to set the stage for your best year yet. Learn the art of cultivating positive habits, prioritizing self-care, and staying motivated throughout the year. Don't forget to hit the like button, share with friends, a...
Setting Up My 2024 Money Planner | Plan With Me | Budget Planner + Money Trackers
มุมมอง 6K8 หลายเดือนก่อน
Today I share an in-depth look at my money planner setup. This is how I keep track of spending and where my money is going. I then set goals and use the planner to make sure I am on track to keeping the plan I have for my money moving in the direction I want. If you are someone who tends to make great money but doesn't know where it is going or having a hard time sticking to a plan then this vi...
How To Set Up Your Planner For 2024 | Setup Up My Planner 2024 with me | 2024 Planner
มุมมอง 1.4K8 หลายเดือนก่อน
Hang out with me as I plan and set up my 2024 Planner using The Happy Planner. This is a paper planner system that I have been using for over 3 years and this year I am switching it up. I talk through my ideas and why I have set up my planner in this way. I show what I plan to do with my planner moving into 2024. Soon I will be sharing my entire 2024 planner lineup and will start uploading vide...
BTS of our Annual Planning Meeting for Insurance Agency + What You Should Be Planning! 2024 Planning
มุมมอง 1048 หลายเดือนก่อน
Dive deep into the heart of our 2024 strategy! Join me in this exclusive behind-the-scenes look at our recent team meeting, where we break down lay out the roadmap for a stellar 2024. Doing this annual planning and using this time to create our strategy for growth and goal setting has helped us achieve our goals year after year. Discover the key metrics that drive our success and the crucial ca...
LIFE UPDATE + WHAT I DEFINE AS A RICH LIFE AS A SERIAL ENTREPRENEUR / MOM LIFE / FREEDOM
มุมมอง 859 หลายเดือนก่อน
Every year of life gives you another opportunity to reflect and plan for what the next chapter looks like and how to do you continue to build a life you live and a business that supports you being able to live it. Today I am sharing where I am at and showing up to share as I always try to be transparent. I am excited about where I am planning on taking this channel and showing up to help more s...
SELF-MANAGED BUSINESS SUCESS STORY of 1st Agency By Design Client with Cassidy Arbeli
มุมมอง 11710 หลายเดือนก่อน
SELF-MANAGED BUSINESS SUCESS STORY of 1st Agency By Design Client with Cassidy Arbeli
10 WAYS I USE NOTION IN MY BUSINESS | BIZ OPERATIONS SYSTEM | AGENCY OWNER TEMPLATE BREAKDOWN
มุมมอง 1.1K11 หลายเดือนก่อน
10 WAYS I USE NOTION IN MY BUSINESS | BIZ OPERATIONS SYSTEM | AGENCY OWNER TEMPLATE BREAKDOWN
TELLING MY STORY | OWNER OF 6 BUSINESSES | HOW DID IT ALL START? RECEPTIONIST TO SERIAL ENTREPRENEUR
มุมมอง 17011 หลายเดือนก่อน
TELLING MY STORY | OWNER OF 6 BUSINESSES | HOW DID IT ALL START? RECEPTIONIST TO SERIAL ENTREPRENEUR
24 ISSUES IN BUSINESS | WHY YOU NEED TO FIX THEM | INSURANCE AGENCY
มุมมอง 7011 หลายเดือนก่อน
24 ISSUES IN BUSINESS | WHY YOU NEED TO FIX THEM | INSURANCE AGENCY
THE DIFFERENCE BETWEEN WORKING "ON" BUSINESS VS. "IN" BUSINESS + WHY IT MATTERS
มุมมอง 36611 หลายเดือนก่อน
THE DIFFERENCE BETWEEN WORKING "ON" BUSINESS VS. "IN" BUSINESS WHY IT MATTERS
AGENCY WENT FULLY REMOTE | HOME OFFICE REMODEL | WORKING FROM HOME FULLY REMOTE
มุมมอง 185ปีที่แล้ว
AGENCY WENT FULLY REMOTE | HOME OFFICE REMODEL | WORKING FROM HOME FULLY REMOTE
EASY 4-PART FRAMEWORK TO ADD BUSINESS SYSTEM + SCALE SO THE BUSINESS CAN RUN WITHOUT YOU!
มุมมอง 65ปีที่แล้ว
EASY 4-PART FRAMEWORK TO ADD BUSINESS SYSTEM SCALE SO THE BUSINESS CAN RUN WITHOUT YOU!
NEW: PLAN WITH ME | Weekly planning process for busy business owners | The Happy Planner
มุมมอง 105ปีที่แล้ว
NEW: PLAN WITH ME | Weekly planning process for busy business owners | The Happy Planner
NO MORE GUILT | Step away from biz confidently | How to Removing Yourself From the Daily Operations!
มุมมอง 111ปีที่แล้ว
NO MORE GUILT | Step away from biz confidently | How to Removing Yourself From the Daily Operations!
How Systems Can Set You Free | Build Business Systems | Business Systems for Insurance Agency
มุมมอง 113ปีที่แล้ว
How Systems Can Set You Free | Build Business Systems | Business Systems for Insurance Agency
HOW I DO IT ALL | Monthly Planning Routine | Paper Planning | Digital Planning for Business Owners
มุมมอง 88ปีที่แล้ว
HOW I DO IT ALL | Monthly Planning Routine | Paper Planning | Digital Planning for Business Owners
Hiring and Recruiting New Employees for Insurance Agency Owners | What is the process I use!
มุมมอง 95ปีที่แล้ว
Hiring and Recruiting New Employees for Insurance Agency Owners | What is the process I use!
WHO DO YOU NEED TO HIRE | HOW TO SET UP NEW HIRE | HIRING FOR AN INSURANCE AGENCY- HIRING TIPS
มุมมอง 61ปีที่แล้ว
WHO DO YOU NEED TO HIRE | HOW TO SET UP NEW HIRE | HIRING FOR AN INSURANCE AGENCY- HIRING TIPS
CREATING A POSITIVE WORK CULTURE ENVIRONMENT | BUILDING A STRONG TEAM | INSURANCE AGENCY GROWTH
มุมมอง 48ปีที่แล้ว
CREATING A POSITIVE WORK CULTURE ENVIRONMENT | BUILDING A STRONG TEAM | INSURANCE AGENCY GROWTH
MY EMPLOYEES HAVE A CANDID INTERVIEW- Come See What They Say! {How We Build Culture + Positions}
มุมมอง 66ปีที่แล้ว
MY EMPLOYEES HAVE A CANDID INTERVIEW- Come See What They Say! {How We Build Culture Positions}
Monthly Reset Process for Clarity + Focus So That You Can Execution Effectively Month to Month!
มุมมอง 100ปีที่แล้ว
Monthly Reset Process for Clarity Focus So That You Can Execution Effectively Month to Month!
HOW WE 10X OUR AGENCY IN 90 DAYS! MY STORY OF TAKING BACK CONTROL! #insuranceagency
มุมมอง 339ปีที่แล้ว
HOW WE 10X OUR AGENCY IN 90 DAYS! MY STORY OF TAKING BACK CONTROL! #insuranceagency
I appreciate your videos so much!!!
Thank you for all this guidance!
Glad it was helpful!
Very Helpful! Thank You
You're welcome!
I am getting my Liscence got insurance and I have no clue where to even begin sadly
What lines of business are you thinking of writing?
Ok, I'm super inspired now! Thanks Cassidy!
It’s spring cleaning time :)
@@cassidyarbeli I know! I'm actually excited about doing it after watching you.
Hi Cassidy, None of the links to enroll in the 4 week "Winning Your Week" course.
It’s the first link in the description box below the video. Let me know if it’s doesn’t work :)
www.unburdenyourbusiness.com/week Here it is to make it easier for you :)
Great video. Thanks!
oh great. thanks for sharing that you enjoyed it.
@@cassidyarbeli I am a experienced agent, but need to start producing content. I also have a brick and mortar business storefront so it’s relevant for me on a couple levels.
oooooo tell me more about your store? @@RH-tg5pe
U need a professional TH-cam thumbnail designer?
Sure why not send me some ideas
@@cassidyarbeli how can i connect with you
@@mdnahidseo IG- instagram.com/thecassidyarbeli/
This is SO GOOD! I need to get a glass of wine and get updated on all your vids. You truly are the best! Thanks for doing this for us Cassidy.
Cassidy, this is cool stuff! Are you using Notion as your AMS too?
I am not currently. But I do know other agents and business owners that do. We currently use Monday and there is a video on this channel about that software as well.
Thank you and thank you. This is formative and now I understand that I need to move from working in the business to working on the business
Absolutely. It’s something you have to work at all the time. Eventually you move into working ON more but you can get stuck and need the remind often.
Absolutely Inspiring! Yes I have all my cds minus my first one I received from my uncle, Butterfly by Mariah Carey and I have a way to play them 😂. I also have an album player as well.
Thanks for sharing!! I am glad I am not the only one holding on the old CD's. :P
The final results look great!
Thank you. My dream office would look a bit different but at this point I need to get in and work and then hopefully get the heck out and live life. But having a space that works is so important so I’m happy with it. 🥰
Love it! I have started to declutter and organize my home office and you gave me some inspiration and ideas. And you have an awesome CD collection LOL! 😀
Hahaha I can’t seem to get rid of them. Yay I’m so happy that you got inspired it is totally what I wanted by sharing. It also made me accountable to get it done ❤️
@@cassidyarbeli thank you. ❤
Hey Cassidy! I am budding thumbnail designer. If you are interested I can edit thumbnails for you. Please reply with contact details if you are interested.
New Subscriber here. Great ideas, I am excited to be her supporting another awesome channel.
hey there new friend! im so happy you are here.
I enjoy budgetting videos and have been watching a lot, but this is actually the first one where I feel like I take away something useful for me. I don't really have exorbitant spending habits and I take home a good amount of money for my needs, so most of the "cash stuffing" (and even to an extent "no spend") don't really feel useful to me. Most savings challenges just feel like moving money around between envelopes 😅 But the way you talk about goal-setting and especially about being conscious and intentional about your money and where it goes really resonated with me! I definitely feel like that would be meaningful to how I budget and spend this year, so thank you so much for sharing.
I totally feel what you are saying about the savings challenges and some of the other ideas out there feel like just moving money around. It also depends on where we are in our journey. I also try to keep it simple so that it’s easier to keep my eye on the goals and track faster. ❤
New Sub! Great video, love your goals.
Thanks Cassidy. Two of the things that I also put on my annual routine is to pull my credit report and make sure that there is nothing unexpected on there. The other is to update my "just in case book". This has my family's life policies, my banking information, credit card information, investments, etc...
That’s a great idea to add checking credit into your money routine! Thanks for the suggestion.
New subbie here. You know why I subscribed? Because our home life is very similar and I enjoyed your honesty. Great video, I honestly enjoyed it plus I also like the “Money Planner” name. Because that’s exactly what it is. I look at our accounts daily, except weekends, our personals (4) and our businesses. Deposits, bills pay etc….
Awww thanks for the feedback and also so cool that it was relatable. ❤
which planner is this ? I love the cover. thanks :)
I use the happy planner but these are inserts that I have created for the most part. I have a download for them in the description box :) but the base of the planner is from The Happy Planner they have a ton of layouts and products.
Amazon 😩😩🤦🏽♀️🤦🏽♀️ im over 1k a mth with them alone
Same here almost for buy now pay later apps
I feel that too and thats why I had to seperate it but now i can see more clearly what is actual things I would have bought at a store anyway and what is really just impulse buying
Simple ❤
Great video 🎉 New Subscriber ❤
awww yay thank you i just started really sharing this on my channel about using my planner and I hope that I can help and inspire others.
enjoyed the video
thank you that makes me happy to know that it was valuable :)
I'm just setting mine up for 2024. 🙂
As long as we are intentional and getting it done then that is what matters!
❤
I thank you for sharing your story. Its good to have the background information behind your obvious success.
Absolutely!
Hi...doesnt sound crazy because I had to do the same thing you basically need a week on 4 pages in conjunction with your monthly. I had someone create a week on 4 pages for me so here is a suggestion, if you dont mind. You will need to combine the categories on your sticky notes you have on the right side on the dashboard layout with the sections on the left, basically make them all on one page. You can eliminate the right side of the dashbord layout because you will have a time weekly so with that here is waht you can do... 1. Use the left side of the dashboard layout as your first page with all you different sections but it must be on the right side of planner. Pgs 2 and 3 would be your timed scheduled page and the last page (on the back) would be a notes/braindump. Hope this makes sense,
this is exactly what I think I will end up doing. I will share in upcoming videos what ends up working and I appreciate the suggestion... so thank you! :)
Seee...not crazy! I will be looking for that video and your others.
In order not to see 23/24, take that cover and make it your NEW back cover. Now if you don't particularly care for the inside of the back cover, it might not be so great as your new front cover. Just a thought! 😊
That’s such a simple solution! Thanks. I actually just got a cover from Live Love Posh so when I get it I’ll see if I like that but for now I’m totally switching the front and back 😏
Promo'SM
Make sure to let us know how you conduct these planning sessions and what you are wanting to achieve in 2024 👇🏼
Love your content thank you for staying real🤍
I appreciate that! ❤️
Keep fighting the good fight
All we can do! Onward + Upward Always ❤
My business was selling, and bringing in revenue. But I was not making much profit or at all. Going into debt and wondering how this will continue. I was trying to figure out how I can stop working so much but was afraid to take my foot off the gas pedal. I still had the hope of succeeding but I was not spending time doing so intentionally or strategically. I was still waiting and wishing I could find the secret sauce to it all. While watching others brag about their success. I knew I was capable of anything but was so overwhelmed I couldn’t see in front of me clearly. I wanted a place to feel safe, surrounded by a business bestie who could guide me to make strategic moves, increase profit, and have great execution with little effort. Not making a profit, working too many hours, and having to juggle it all. What had me in this mood you ask? And keeping me up at night is all of that. (Constantly churning in my brain) feeling like it’s all going to fail. I had such a deep desire is to make money and prove to myself and my family that I can do this. That I was more than just a mom, or more than just a pretty face, or whatever it was….. I wanted to level up too. Sound familiar? Ya. I have been there. I totally get it. If you want to find out how I got out of it and only work 2 hours in my business a month come join our Free Bootcamp and you will learn all the ways I did this! unburdenyourbusiness.mykajabi.com/bootcamp
Awesome information, super interested in getting the template, but when I go to the link it goes to your full program.
Also when I click in your IG, it states - Sorry, this page isn't available.
Thanks for letting me know. I have corrected the link in the description. Here it is as well :) www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout
Yes my account has been hacked. I have currently working on trying to get it back. It’s been a nightmare to say the least. You can chat with me on this account temporarily @agency_by_design
www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout The link to template.
Hi! This is great. I am looking for your Notion template and when I click on the above link it does not take me to template.
Hi, the link directs you to access the checkout page to pay for template and then will give you link to download. Here is the link again if you’re interested. www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout
love you!!! you are the most transparent person ever !!!
aww i love you too....
WOW! I love this and definitely getting started on this today. This can enable me to get rid of multiple systems and have it all in one spot. Question - do you do the business plan?
Nope still on the free plan. :) i would say get started and then see if you want to add any features what the cost is ect. I have links for setting up an account and the template in the description box
Where do you upload docs for each client? And how can I divide that per year?
you can upload documents for each client by creating a file column or into the chat box. We currently upload our docs into our AMS system once they are a client and use Monday.com for a CRM to track the process untill they are a client and then to track our book of business better through color coding, statuses and in one easy to analyze view. In order to divide per year you will just want to make another board for the year and at the end of the year transfer the info into that board to seperate the years.
Wow thank you so much!! Which AMS do you use?
for our insurance business we use Ezlynx @@imchrris
@@cassidyarbeli appreciate it! Thanks so much for your help!
Hi Cassidy! Thank you for sharing your story - so inspiring!!! Do you follow Codie Sanchez? She is awesome. You kind of remind me of her with all your different ventures... I'd love to diversify my businesses like that too. For now it's real estate rentals, my coaching business and the marketing/media agency. Great connecting and I just followed your channel so looking forward to binging some more content. I'll reach out to you on Instagram and maybe we can set up a coffee chat sometime soon? 🤗
Wow!! Great vid, thanks for sharing your insights, thoughts & steadfastness. ❤❤❤
thanks! its been a long wild ride and only the beginning.
@unburdenyourbusiness can you provide bonding + Insurance Nationwide or is it just for your area? If so I'd like to get a quote from you.
We do and would be honored to earn your business. Please send your contact into to 7027500570 via text and we will get back to you@@rmuscat1276
Of course before i am not yet watch your video i ask my self what in business and on business but after i see done your video i understant it and thank you for good business❤❤❤❤
"promo sm"
Every time I see a decrease in sales it’s because I’ve eased on tracking. Great reminder to make it a priority!
It really is crazy how entering some data can help boost revenue. It is probably the most influential system we have implemented in all our businesses. :)
Can this template be used for a life insurance and financial planning agency?
Absolutely! There is also a built in CRM for leads of any kind as well.
Thanks. I just saw this so please ignore the IG message I sent asking the same question. Thanks for the reply!
I love the culture you built inside your agency! Thank you for sharing!
It’s a team effort (no pun intended 😊) ❤️❤️❤️
Wait are you the msa creator ?!
I am not sure what that is?
@@cassidyarbeli idk but she looked like the msa creator lol
It's definitely NOT among the 20%! (Pareto principle - 80/20 rule that says 80% of your productivity comes from 20% of your efforts)...good stuff!
So true!