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In this webinar, Courtney Peek, head of support at Precise FP, addresses common issues with traditional service agreements often used by advisors, which typically come in PDF or Word formats. Many of these agreements lack electronic signature services, leading to a tedious process: advisors must prepare and send agreements individually, while clients need to open, review, print, sign, scan, and return documents, creating unnecessary friction. To enhance efficiency and save time for both advisors and clients, the webinar introduces Precise FP's customizable service agreements, which streamline this process significantly. Participants are encouraged to ask questions via chat throughout the session.
