???? How to Have Client Conversations That Actually Close
Featuring Cash Flow Mike & Ron Saharyan of Profit First Professionals
Let’s face it most proposals don’t get rejected… they get ignored.
It’s not because your pricing is too high or your expertise isn’t strong enough.
It’s because the conversation didn’t position you as the authority and didn’t uncover the real priority behind the client’s inquiry.
That’s exactly why I sat down with Ron Saharyan, co-founder of Profit First Professionals, for a tactical session on the art of client conversations that convert.
???? “If they say ‘Send me a proposal,’ it’s usually a soft no.” — Ron Saharyan
In our latest Clear Path To Cash YouTube episode, we break down the entire sales process from the first hello to the final proposal with tools you can use immediately in your advisory business.
???? What You’ll Learn from the Episode:
✅ 1. Ron’s 4-Part Sales Framework
Ron shares how to move beyond “let’s talk” and into intentional, structured sales conversations. This includes:
- Pre-call planning (know your prospect)
- Outcome-based thinking (decide if you even want them as a client)
- Value starts at hello (ask smarter questions)
- Priority + commitment qualifiers (gauge urgency before you send a proposal)
✅ 2. My Elevation Sequence
I add to Ron’s playbook with my Elevation Sequence, a series of 8 smart questions designed to:
- Surface the burning issue they care about
- Help clients feel the problem instead of just hearing about it
- Avoid solving every issue up front (they pay for the “how”)
✅ 3. Using AI as a Strategic Sales Coach
Ron explains how his team uses AI to analyze coaching calls for emotional signals, blind spots, and missed opportunities. This is a game-changer for advisors looking to sharpen their delivery and improve their client experience.
????️ Real Talk: Stop Writing Proposals for Clients Who Aren’t Ready
One of the best tactics shared in this conversation?
Ask these two questions before you send a proposal:
- “On a scale of 1–10, how important is this initiative compared to everything else you’ve got going on?”
- “If my proposal meets your needs, are you prepared to start Monday or the following Monday?”
If the answers don’t show urgency and commitment? Don’t write the proposal. You’ll save hours and your close rate will go up.
???? Ready to Watch?
???? Watch the full episode Below
???? Want to learn more about how I help advisors grow and scale their firms?
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???? Or book a strategy call with our → team
Cash Flow Mike helps accountants, bookkeepers, financial advisors, and business coaches unlock hidden cash, build recurring revenue, and scale advisory services using the Clear Path To Cash system.
