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