Building a VIP Client Service

High-ticket clients expect high-touch service. Here's how to deliver it.

Service	Effort	Impact
Monthly account review call	Medium	Very high
Quarterly market outlook report	Low	High
Broker issue resolution	Varies	Critical
Introduction to broker's premium support	Low	High
Tax document assistance	Low	Medium
Regular market updates via WhatsApp	Low	Medium

Schedule 30-minute monthly calls:

Review their trading activity

Discuss any platform issues

Share relevant market insights

Ask about referrals naturally

Check if their needs have changed

When a client has an issue with the broker:

Acknowledge immediately (within 1 hour)

Contact your broker account manager directly

Follow up until resolved

Report back to client

Document the resolution

Track for each client:

Trading preferences and history

Communication preferences

Key dates (birthday, account anniversary)

Issues and resolutions

Referrals given

Life events mentioned

One $100K client on rev share:

Trades 50 lots/month average

At $10/lot rebate = $500/month

Average client lifetime: 3 years

LTV = $18,000 per client

That's why 10 great relationships beat 1,000 small FTDs.