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In this webinar led by Courtney Peek, head of support at Precise FP, the focus is on enhancing the service agreement process for advisors. Many advisors currently rely on PDF or Word documents for service agreements, which often lack external electronic signature options. This traditional method requires advisors to prepare, send, and clients to print, sign, and scan agreements, resulting in a long and cumbersome process. The solution presented is Precise FP's customizable service agreements, designed to streamline the process and save time for both advisors and clients. Attendees are encouraged to submit questions via chat for support follow-up.