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In this webinar, Courtney Peek, Head of Support at Precise FP, discusses the challenges advisors face with traditional service agreements, which are often in PDF or Word formats lacking efficient electronic signature capabilities. This results in a lengthy process where clients must open, print, sign, scan, and return agreements, creating unnecessary friction. To improve this workflow, Precise FP offers customizable service agreements designed to streamline the process, save time for both advisors and clients, and enhance overall efficiency. Participants are encouraged to ask questions in the chat, with support team responses promised within 24 business hours.