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In the webinar, Courtney Peek, head of support at Precise FP, discusses the challenges advisors face with traditional service agreements in PDF or Word formats, which often lack electronic signature capabilities. This outdated method requires advisors to prepare, send, and manage agreements manually, resulting in a lengthy process that causes friction for both advisors and clients. To address these issues, Precise FP offers customizable service agreements aimed at streamlining the process, saving time for advisors and their clients. Viewers are encouraged to submit questions in the chat for follow-up support within 24 business hours.
