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In this webinar, Courtney Peek, head of support at Precise FP, discusses the challenges advisors face with traditional PDF and Word service agreements, which often lack electronic signature capabilities. This outdated process requires advisors to prepare and send agreements individually, forcing clients to review, print, sign, scan, and return documents, leading to inefficiencies and delays. The solution presented is Precise FP's customizable service agreements, designed to streamline the process, saving time for both advisors and clients. Participants are encouraged to ask questions via chat, with support available within 24 business hours.