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In the webinar, Courtney Peek, head of support at Precise FP, discusses the challenges faced by advisors using traditional service agreements in PDF or Word formats. Many of these agreements do not support external electronic signatures, resulting in a lengthy process where clients must review, print, sign, scan, and return documents individually. This creates unnecessary friction and inefficiency. The solution presented is Precise FP's customizable service agreements, which aim to streamline and improve this process, ultimately saving time for both advisors and their clients. Viewers are encouraged to ask questions in the chat for support.
