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The One Card System Starter Kit: Planner Edition
Everything you need to secure new clients...and turn them into long-term, loyal customers.
There is a reason the One Card System Starter Kit has been around for so long...simply put, it is a proven financial services success method that helps you do MORE. Countless users have told us how it helped them become:
MORE efficient and proactive in their practice management
MORE targeted in their prospecting and promotion
MORE effective and winning in their sales presentations
MORE lasting and influential in their client relationships
MORE successful in closing cases and boosting their earnings power
The OCS convenient, easy-to-use system helps develop new clients and cultivate existing relationships in all the right ways. By organizing activities to increase production, build relationships, and successfully sell needs-based financial solutions, users develop actual partnerships with their clients. Both agency and general managers can jump start new agents' efforts—giving them the tools for quick wins that build confidence and set the stage for future success. Seasoned agents also benefit by OCS—drawing on its proven principles and practices.
The One Card System (OCS) Starter Kit gives you all the materials you need to prospect, track, maintain, and build client relationships. It includes:
OCS Productivity Planner—build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results.
Building a Financial Services Clientele—learn to master the art and science of financial services sales and take your success to a higher level.
OCS Essentials: Producer Training—improve performance with five 75-minute courses focusing on the essential elements of the OCS Planner.
One Thousand Clients—benefit from a handy journal that serves as a permanent record of your growing client base.
Yellow Suspect Cards (800)—simplify your client building activities with systematic call reminders.
White Prospect Cards (200)—maintain detailed reminders to initiate contact at the proper time.
OCS File Box with Index Tabs—keep critical data at your fingertips with easy access to the information you need.

SPECIAL NOTE: Ask us about discounts on multiple kit purchases: 1-800-543-0874.
The OCS Starter Kit...
Short-Term Success is Good. Long-Term Loyalty Is Better.
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