The Power of Proactive Conversations

What to Say Now About CHANGING MARKETS

In an ever-changing market, one thing remains constant: the power of proactive conversations. While predicting market trends might feel like a guessing game, one thing is clear– getting ahead of the curve and starting meaningful conversations with your clients is always a winning strategy.

Proactive communication isn’t just about making sales or driving transactions; it's about building relationships that are grounded in trust and guidance. When you initiate a conversation before your clients even ask, you’re positioning yourself as the expert they can turn to, no matter what happens in the market.

Why Proactive Conversations Matter

Clients want to feel confident about the decisions they make– whether they’re buying, selling, or holding off on their plans. As their trusted advisor, you’re in a unique position to guide them through times of uncertainty, and proactive communication is the key to making sure they turn to you when the time is right.

The truth is, when you start conversations early, you’re not only staying top-of-mind, you’re showing clients that you care about their future. In an unpredictable market, this gesture of thoughtfulness can make all the difference. Instead of waiting for clients to reach out, take the initiative, and let them know you’re there for them, whenever they’re ready to talk.

How to Start the Conversation

If you’re wondering how to get the ball rolling, here’s a simple and effective message you can send to your clients today:

“Hey {{c.first_name}}, With the market changing, it’s a good time to think about how being prepared could make all the difference. I know we don’t know exactly what’s coming, but having a plan in place puts you in a strong position no matter what. Are you thinking about making a move soon, or just starting to think about the future? Let me know when you’re free to chat about what comes next!”

This message does two things:

  • It acknowledges the current market conditions in a way that feels approachable and transparent.
  • It encourages your clients to open up about their long-term plans without any pressure to act immediately.

It’s non-pushy and lets your clients know that you're available to help them navigate their options when they’re ready. Whether they’re ready to take action right now or just starting to think about the future, you’re giving them the space to talk to you when it makes sense for them.

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Turning Proactivity into Business

One of the best things about proactive communication is that it’s a great way to build deeper relationships. Clients who may not have been thinking about their next move will appreciate your initiative, and those who have been hesitant will feel more comfortable reaching out when they’re ready.


The goal isn’t just to push for an immediate sale; it’s about being there for your clients when they need you. And when they are ready to make a decision, you’ll be the first person they turn to– because you’ve already demonstrated your value as an advisor who’s always thinking ahead.


In fact, by starting these conversations now, you’re setting yourself up for success in the future. Even if your clients aren’t ready to buy or sell right away, they’ll remember that you were the one who helped them get prepared for whatever comes next.

Moving Forward with Confidence

Proactive conversations are a simple, yet incredibly effective way to stay connected with your clients, provide ongoing value, and position yourself as the go-to expert in your field. In a fluctuating market, being the one to initiate those discussions gives you the advantage of building lasting, trusting relationships that lead to future opportunities.


So, don’t wait for the market to dictate when to reach out. Start your proactive conversations today, and get ahead of the curve.

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