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In this webinar, Courtney Peek from Precise FP discusses the challenges many advisors face with traditional service agreements, which often exist in PDF or Word formats and lack electronic signature capabilities. This leads to a cumbersome process where advisors must prepare, send, and clients must review, print, sign, scan, and return agreements, resulting in unnecessary friction. To streamline and enhance this process, Precise FP offers customizable service agreements that improve efficiency for both advisors and their clients. Participants are encouraged to ask questions in the chat, with support available within 24 business hours.