Alberstein Consulting - Achieving Independence by Focusing on the Controllable


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OCS Starter Kit: Planner Edition

Author: O. Alfred Granum, CLU; Barry Alberstein, MBA, Ph.D. and Delia Alberstein, CLU


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 TrainingCD-ROM
  • One Thousand Clients book
  • Yellow Suspect Cards (800)
  • White Prospect Cards (200)
  • OCS File Box with Index Tabs



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