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One Card System   
   

Building a Financial Services Clientele, 11th Edition

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.
Price: $98.00

OCS Card File Kit

The OCS File Box is used to organize your OCS Yellow Suspect cards and White Prospect cards. With a capacity of more than 1,000 cards, you can effectively manage your long-range communications with suspects, prospects, and clients. The file kit keeps critical data at your fingertips with easy access to the information you need to maximize your sales and quickly build your client list.
Price: $112.00

OCS Refill Kit: Classic Edition

Everything you need to replenish your One Card System for continued client-building success! The refill kit includes a new supply of Control Books (18), a Success Manual, and enough Yellow Suspect cards (800) and White Prospect cards (200) to keep growing your client list for another year.
Price: $89.95

OCS Essentials: Producer Training (CD-ROM)

CD version of OCS instruction that focuses on providing producers the information needed to quickly implement, and succeed with, the One Card System.
Price: $120.00

OCS Refill Kit: Planner Edition

Everything you need to replenish your One Card System for continued client-building success! The refill kit includes the popular OCS Annual Planner and enough Yellow Suspect cards and White Prospect cards to keep growing your client list for another year.
Price: $85.00

OCS Starter Kit: Classic Edition

All you need to get started using the original Control Books and Success Manual in place of the OCS Productivity Planner. Kit includes: Building a Financial Services Clientele instruction guide, Success Manual, Control Books (18), OCS Essentials Resource CD-ROM, One Thousand Clients book, OCS File Box with Index Tabs, Yellow Suspect Cards (800), and White Prospect Cards (200).
Price: $335.00

OCS Control Books

Keep monthly sales activity organized through the use of the OCS Control Book. You’ll receive 18 books that will enable you to maintain an ongoing plan six months ahead. Compact size (4” x 7.5”) makes them easy to carry and the proven monthly planning format makes it easy to conduct your phone and appointment activities.
Price: $36.00

OCS Starter Kit: Planner Edition

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
Price: $335.00

OCS Fact Forms Confidential Questionnaire

Use these 6-page forms to capture the vital information needed to develop accurate, effective proposals
Price: $30.00

OCS File Box

This sturdy, attractive box will hold more than 1,000 cards so you can effectively manage your communications with Suspects, Prospects, and Clients. Quick and easy access to the information you need puts you in the position to maximize your sales and build your Client list quickly.
Price: $29.00

OCS Index Tabs

Additional index tabs for use in keeping information organized in your OCS file box.
Price: $16.00

One Thousand Clients

A handy journal that serves as a permanent record of your most valuable asset — your growing client base. One Thousand Clients is indispensable for helping producers master the client building approach of the One Card System.
Price: $16.00