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How to Run an Advisory Meeting with Fathom

Fathom is a valuable tool for providing business insights and in-depth performance reports. Furthermore, it can also be a valuable tool for strengthening client relationships and guiding client advisory meetings.

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How to run an advisory meeting with Fathom (1)

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.


Created with

Ken LaCroix
Insightful Partners