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OCS Starter Kit: Planner Edition

Author: Al Granum, Barry & Delia Alberstein

Everything you need to succeed with the One Card System in identifying prospects and turning them into long-term loyal clients who turn to you as their trusted advisor. The starter kit incorporates activity management, customer relationship management, and needs-based selling into one convenient, easy-to-use system. Kit includes: • OCS Annual Planner • Building a Financial Services Clientele book • OCS Essentials: Producer Training CD-ROM • One Thousand Clients book • Yellow Suspect Cards (800) • White Prospect Cards (200) • OCS File Box with Index Tabs

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OCS Starter Kit: Planner Edition
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Pub Number: 1610009
Price: $335.00

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Everything you need to succeed with the One Card System in identifying prospects and turning them into long-term loyal clients who turn to you as their trusted advisor. The starter kit incorporates activity management, customer relationship management, and needs-based selling into one convenient, easy-to-use system. Kit includes:

  • OCS Annual Planner
  • Building a Financial Services Clientele book
  • OCS Essentials: Producer Training CD-ROM
  • One Thousand Clients book
  • Yellow Suspect Cards (800)
  • White Prospect Cards (200)
  • OCS File Box with Index Tabs