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.
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.
You can use these tools in your presentations and meetings with your clients or management team.
We recently caught up with Ken LaCroix from Insightful Partners who walked us through his approach to using Fathom during his advisory meetings.
This guide includes:
- 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.
Complete the form to download the guide!