> 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/working-with-prospects-learn-more/using-syntheticfi-in-a-prospect-meeting.md). # Using SyntheticFi in a prospect meeting {% hint style="info" %} ## Lead with the dollar savings, not the mechanics Most prospect pitches take under 15 minutes. Skip the mechanics and lead with the savings. Expect three objections, "too good to be true," "why have I never heard of this," and the tax question, and have a clean answer for each. Prospects say yes when they see the math on their own loan. {% endhint %} The biggest mistake advisors make is over-explaining. Prospects don't care how it works under the hood. They care how much they'll save and how easy it is to switch. ### Three things to do in the meeting 1. **Lead with the dollar savings.** Pull the prospect's current loan balance and rate, run it through the Proposal Center in your Advisor Dashboard, and show the monthly and annual savings. Numbers close prospects; mechanics don't. 2. **Be ready for three objections.** "Too good to be true," "why have I never heard of this," and the tax question come up almost every time. Each has a clean answer. [Handling prospect objections →](/working-with-prospects-learn-more/handling-prospect-objections.md) 3. **Frame it as a refi, not a new product.** Most prospects already have an SBLOC or margin loan. Position SyntheticFi as "the same kind of loan, just at a lower rate with generally deductible interest." That sidesteps the "what is this weird thing" reaction and anchors them on something familiar. ### After the meeting * **Send a follow-up email** summarizing the savings and next steps. Check out the proposal center in the advisor dashboard to create a custom proposal. * **Bring in backup if they're on the fence.** A SyntheticFi specialist can join the next meeting to handle the technical questions while you stay the lead. It usually closes the deal. *** [\* Important Disclosures](/disclosures.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://advisorhub.syntheticfi.com/working-with-prospects-learn-more/using-syntheticfi-in-a-prospect-meeting.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.