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In the webinar led by Courtney Peek from Precise FP, attendees are introduced to a streamlined solution for service agreements. Many advisors currently rely on cumbersome PDF or Word documents for service agreements, which often lack electronic signature capabilities. This traditional method requires advisors to prepare and send each agreement individually, causing clients to undergo a lengthy process of reviewing, printing, signing, scanning, and returning documents. To address these inefficiencies and reduce friction, Precise FP offers customizable service agreements that enhance the process, ultimately saving time for both advisors and clients. Questions can be submitted via chat for support.