Download the guide
How to Run an Advisory Meeting with Fathom
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.