---
title: How to run an advisory meeting with Fathom
description: Learn how to prepare for, structure and run an advisory meeting with your clients using Fathom's Analysis Tools. Download the guide, now.
---

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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.

### Fill in the details to download the guide

![How to run an advisory meeting with Fathom (1)](https://go.fathomhq.com/hs-fs/hubfs/Landing%20Page%20Images/How%20to%20run%20an%20advisory%20meeting%20with%20Fathom%20(1).png?width=353&name=How%20to%20run%20an%20advisory%20meeting%20with%20Fathom%20(1).png "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.

![Ken_LaCroix_Avatar](https://go.fathomhq.com/hs-fs/hubfs/Landing%20Page%20Images/Ken_LaCroix_Avatar.png?width=345&name=Ken_LaCroix_Avatar.png)

#### Created with

Ken LaCroix  
**Insightful Partners**

<https://www.fathomhq.com/>

Crafting beautiful and usable business intelligence tools which provide insight & deeper understanding.

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