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In this webinar led by Courtney Peek, head of support at Precise FP, the focus is on improving the process of creating service agreements. Many advisors still rely on PDF or Word formats for service agreements, often lacking an electronic signature option, which complicates the process. This results in a lengthy and cumbersome cycle where clients must review, print, sign, scan, and return documents individually. To streamline this experience, Precise FP offers customizable service agreements that aim to save time for both advisors and their clients. Viewers are encouraged to ask questions via the chat throughout the session.