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In this webinar, Courtney Peek, head of support at Precise FP, discusses the inefficiencies of traditional service agreements often used by advisors. Many still rely on PDF or Word formats, lacking external electronic signature capabilities, which necessitates a lengthy process of preparing, sending, reviewing, signing, scanning, and returning documents. This approach creates unnecessary friction for both advisors and clients. To streamline this process, Precise FP offers customizable service agreements that enhance efficiency and save time for both parties. Participants are encouraged to submit questions via chat for support within 24 business hours.