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In this webinar, Courtney Peek, the head of support at Precise FP, introduces a solution for improving service agreements in the advisory sector. Many advisors still rely on outdated PDF or Word formats that lack external electronic signature capabilities, resulting in a lengthy process of preparing, sending, reviewing, printing, signing, scanning, and returning agreements. This traditional method creates unnecessary friction and takes up valuable time for both advisors and clients. The solution to streamline this process is Precise FP's customizable service agreements, which aim to enhance efficiency and facilitate easier handling of agreements.