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In this webinar led by Courtney Peek, Head of Support at Precise FP, the focus is on improving the cumbersome process of using service agreements in PDF or Word formats. Many advisors continue to handle agreements manually, requiring clients to print, sign, scan, and return documents, resulting in a lengthy process. The webinar introduces Precise FP's customizable service agreements as a solution to streamline this workflow. By utilizing these agreements, advisors can significantly enhance efficiency, reduce friction, and save time for both themselves and their clients. Attendees are encouraged to ask questions via the chat for further clarification.