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
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