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In this webinar, Courtney Peek, head of support at Precise FP, discusses the challenges advisors face with traditional service agreements often handled in PDF or Word formats. Many advisors lack an external electronic signature service, resulting in a tedious process where agreements must be prepared, sent, signed, scanned, and returned individually, creating unnecessary friction. To streamline this process and save time for both advisors and clients, Precise FP offers customizable service agreements that enhance efficiency in handling agreements. The session includes a Q&A where participants can ask questions via the chat.