Top 100 accountant, founder, trainer, and consulting CPA, Geni Whitehouse, shows how she uses Fathom to meaningfully engage clients.
One of the biggest challenges advisors face is feeling confident to start conversations with clients and ask the right questions to improve business performance.
Geni steps us through her proven process, tools, and approaches, including how she uses Fathom’s Goalseek tool in prospecting meetings.
Geni’s expert tip: Use Fathom’s Goalseek to show your client’s important business levers onscreen and position services with prospective clients.
You can also download Geni’s ‘Strategies to Action’ spreadsheet: a collection of questions advisors can ask clients to help drive conversations around business performance.
Calen takes you deeper into Fathom to showcase Geni's tips.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.