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Building a Financial Services Clientele, 11th Edition

Author: O. Alfred Granum, CLU; Barry Alberstein, MBA, Ph.D. and Delia Alberstein, CLU, ChFC
ISBN: 978-1-936362-53-0

With this book, you’ll learn to master the art and science of financial services sales and take your success to a higher level. Using the One Card System, you’ll be guided step-by-step on how to: • Become the one and only trusted advisor for your clients. • Effectively manage time and relationships in an increasingly complex and competitive market. • Capture 40% of deferred business, increase case size and obtain quality referrals. • Continually find and acquire new, dedicated clients.

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Building a Financial Services Clientele, 11th Edition
Media Description:
Pub Number: 1730011
Price: $98.00

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The 11th edition of Building a Financial Services Clientele is the essential guide to mastering the One Card System. Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 50 years! This edition has been revised and reorganized for today's professional. 

This edition provides step-by-step instructions on how to:

  • Become the one and only trusted financial advisor for your clients
  • Capture 40% of deferred business, increase case size and obtain quality referrals
  • Continually find and acquire new, dedicated clients
  • Use the CAM system - New Chapter!
  • Conduct an effective fact-finding interview
  • Use Social Media for improved prospecting - New Chapter!

Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System and this is the book that will help you master these proven techniques.