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In this webinar led by Courtney Peek, Head of Support at Precise FP, the discussion focuses on improving the inefficiencies associated with traditional service agreements that advisors often use in PDF or Word formats. Many advisors face challenges with lengthy processes that require clients to review, print, sign, scan, and return documents, creating unnecessary friction. The solution presented is Precise FP's customizable service agreements, which streamline this process significantly, saving time for both advisors and clients. Attendees are encouraged to ask questions via the chat box for support within 24 business hours.
