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In this webinar hosted by Courtney Peek, head of support at Precise FP, the discussion focuses on enhancing the service agreement process for advisors. Many advisors still rely on outdated methods like PDF or Word formats, which can require clients to manually handle documents—reviewing, printing, signing, scanning, and returning them—resulting in a lengthy and inefficient process. The webinar introduces Precise FP's customizable service agreements as a solution to streamline this process, reducing unnecessary friction and saving time for both advisors and clients. Participants are encouraged to ask questions through the chat for further clarification and support.