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The One Card System Starter Kit: Planner Edition
Everything you need to secure new clients...and turn them 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 One Card (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. (SEE free download offer below!)
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.

FREE Download—The Goal: Build a Lifelong Supply of Clients
Culled from Building a Financial Services Clientele, part of the One Card System: Starter Kit, this complimentary download covers:
The Development of the 10-3-1 Ratio
The Science and the Art of Client Building
Twenty-Five Years of Research – Still Valid Today
Understanding the OCS Terminology
The Tabulation Process


Agency managers and general managers who follow this convenient, easy-to-use system find themselves developing new clients and cultivate existing relationship 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—demonstrating their active motivation to helping them succeed.

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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