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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.