How to Run an Advisory Meeting with Fathom

What’s inside

Fathom provides a range of interactive dashboards which we refer to as the Analysis Tools. Each tool helps to assess different areas of a business’s performance and financial health, and each provides a presentation-ready set of visuals that enable a conversation about your client’s numbers.

We recently caught up with Ken LaCroix from Insightful Partners who walked us through his approach to using Fathom during his advisory meetings.

• An overview of why you should be having advisory meetings with clients if you use a financial analysis and management reporting app
• A step-by-step process of how Fathom can be used to guide advisory meetings
• An interactive checklist designed to ensure you cover off key questions and discussion points for each tool within Fathom to get the most from your advisory meetings
• An overview of what to provide to your clients post-meeting.

Discover how Ken runs advisory meetings directly from the Fathom presentation dashboard and how this adds value for his clients.