> For the complete documentation index, see [llms.txt](https://advisorhub.syntheticfi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://advisorhub.syntheticfi.com/overview/win-prospects.md).

# Win Prospects

A concrete, dollar-savings reason for prospects to move to you.

{% hint style="info" %}

## Give prospects a reason their current advisor can't match

Lower-cost borrowing with generally deductible interest. For a prospect already paying interest elsewhere, that's real money saved on day one.
{% endhint %}

### Why it wins prospects

* **Offer a product others can't.** Pull clients away from wirehouses and competitor products that can't match the rate or tax treatment.
* **Lead with a number.** The savings are concrete and immediate, which is easy to grasp, and helps close prospects fast.
* **Stand out.** Most advisors only offer the standard products. This makes you the one who brought something better.

### How to use it with prospects

1. **Lead with the dollar savings.** Prospects say yes when they see what they save per month and per year, not when they understand the mechanics. Run their current loan through the Proposal Center and show them the side-by-side in the first meeting. [Run the prospect meeting →](/working-with-prospects-learn-more/using-syntheticfi-in-a-prospect-meeting.md)
2. **Target the prospects who close themselves.** Active SBLOCs, margin loans, jumbo mortgages, and appreciated concentrated portfolios are the cleanest wins, because the savings are immediate and obvious. [Find the best-fit scenarios →](/working-with-prospects-learn-more/when-syntheticfi-wins-new-business.md)
3. **Handle the three objections.** "Too good to be true," "why have I never heard of this," and the tax question come up every time. Each has a clean answer backed by third-party coverage. [Handle objections →](/working-with-prospects-learn-more/handling-prospect-objections.md)

{% hint style="info" %}

## Ready to bring SyntheticFi to a prospect?

Learn [how to get started.](/product-learn-more/how-to-get-started.md)
{% endhint %}

#### Keep exploring

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Run the prospect meeting</strong></td><td>Lead with savings and close faster.</td><td><a href="/working-with-prospects-learn-more/using-syntheticfi-in-a-prospect-meeting.md">Using SyntheticFi in a prospect meeting</a></td></tr><tr><td><strong>Find the best-fit scenarios</strong></td><td>The prospects who win fastest.</td><td><a href="/working-with-prospects-learn-more/when-syntheticfi-wins-new-business.md">When SyntheticFi wins new business</a></td></tr><tr><td><strong>Handle objections clearly</strong></td><td>Clean answers to the three you'll hear.</td><td><a href="/working-with-prospects-learn-more/handling-prospect-objections.md">Handling Prospect Objections</a></td></tr></tbody></table>

***

[\* Important Disclosures](/disclosures.md)


---

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