Client Onboarding - Complete walkthrough
30:39
YouTubeFlux Academy
Client Onboarding - Complete walkthrough
Rachel will cover her full process of onboarding / off-boarding clients including the way she is using Asana to manage the process. 00:00 Intro 02:03 Onboarding tools overview (project management, contracts, communication) 06:03 Project Management with Asana 12:00 Onboarding email 14:30 Welcome pdf 20:10 Contract 22:00 Onboarding clients on ...
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The IRS has announced new 401(k) contribution limits for 2026, increasing the employee deferral limit to $24,500 next year, up from $23,500 in 2025. The agency also unveiled 2026 catch-up contribution limits for savers age 50 and older, new individual retirement account savings limits and higher income thresholds for Roth IRA contributions. Read more: cnb.cx/49MZQGM | CNBC
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