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In this webinar, Courtney Peek, head of support at Precise FP, addresses the inefficiencies of using traditional PDF or Word format service agreements, which often lack electronic signature capabilities. The process for clients involves multiple cumbersome steps: reviewing, printing, signing, scanning, and returning documents, leading to unnecessary delays. To enhance this workflow, Precise FP offers customizable service agreements designed to streamline the process, saving time for both advisors and their clients. Participants are encouraged to ask questions via the chat, with support team responses promised within 24 business hours.