> 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/serving-existing-clients-learn-more/how-to-talk-to-existing-clients.md).

# How to talk to existing clients

How to open the conversation, and where to go deeper.

{% hint style="info" %}

## The biggest mistake is over-explaining

Clients don't need to understand the mechanics. Lead with what it saves them, keep it simple, and let them ask if they want more.
{% endhint %}

**The biggest mistake advisors make is over-explaining.** The more you explain how it works, the more questions you create. Lead with the outcome.

### Open with the savings

Don't open with the product. Open with what it does for them.

> "I found a way to lower what you're paying on that loan. Same borrowing, lower rate, and unlike now, the interest would be tax deductible. Want me to run the numbers?"

Then run their actual numbers in the Proposal Center and show them. The dollar figure does the selling.

### Cover what they care about, skip what they don't

Clients want three answers: how much they'll save, what they have to do, and what it means at tax time. Cover those and stop. [What clients need to know →](/serving-existing-clients-deep-dive/what-clients-need-to-know.md)

### Avoid the mechanics

If they ask how it works, one sentence is usually enough:

> "It's a way to borrow on the open market instead of from a bank, which is why the rate is lower."

If they want more than that, they'll ask. If you need assistance in the meeting, feel free to contact your dedicated SyntheticFi rep or reach out to [operations+lms@syntheticfi.com](mailto:operations@syntheticfi.com) or (510) 867-3698.

{% hint style="info" %}

## Got a client who wants to go deep?

A SyntheticFi expert can join the call to walk through the mechanics, the tax treatment, and the risks, so you're never the one on the spot. Message your SyntheticFi contact or contact [operations+lms@syntheticfi.com](mailto:operations@syntheticfi.com) to set it up.
{% endhint %}

***

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


---

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