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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