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In this webinar led by Courtney Peek, head of support at Precise FP, participants explore the challenges of using traditional service agreements in PDF or Word formats, which lack external electronic signature services. This outdated method requires advisors to send agreements individually, forcing clients to print, sign, scan, and return documents, creating a lengthy and inefficient process. The solution presented is Precise FP's customizable service agreements, designed to streamline the process, reducing time and friction for both advisors and clients. Attendees are encouraged to ask questions via the chat for support within 24 business hours.