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In this webinar, Courtney Peek, head of support at Precise FP, discusses the challenges advisors face with traditional service agreements in PDF or Word formats. Many advisors don’t use external electronic signature services, leading to a lengthy process where clients must individually review, print, sign, scan, and return documents. This creates unnecessary friction in client interactions. The solution presented is Precise FP's customizable service agreements, designed to streamline and improve this process, ultimately saving time for both advisors and their clients. Viewers are encouraged to ask questions via the chat, and support will respond within 24 business hours.