Ever wondered what other advisors’ client management reports look like?
In this Expert Series Remix, we bring you three top US advisors showing us how they are customizing Fathom reports to tailor financial insights for their clients.
Automating reporting processes doesn't mean delivering generic results to clients.
You’ll hear from:
From a boutique accounting firm to the US’s fastest growing firm, we cover three different approaches and what’s working for:
Keila Hill-Trawick | Founder & CEO, Little Fish Accounting
Connect with Keila on LinkedIn | Little Fish Accounting
Geni Whitehouse | Founder, The Impactful Advisor
Connect with Geni on LinkedIn | The Impactful Advisor
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