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: |
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MORE efficient and proactive in their practice management |
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MORE targeted in their prospecting and promotion |
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MORE effective and winning in their sales presentations |
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MORE lasting and influential in their client relationships |
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MORE successful in closing cases and boosting their earnings power |
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The One Card (OCS) Starter Kit gives you all the materials you need to prospect, track, maintain, and build client relationships. It includes: |
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OCS Productivity Planner—build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results. |
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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!) |
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OCS Essentials: Producer Training—improve performance with five 75-minute courses focusing on the essential elements of the OCS Planner. |
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One Thousand Clients—benefit from a handy journal that serves as a permanent record of your growing client base. |
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Yellow Suspect Cards (800)—simplify your client building activities with systematic call reminders. |
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White Prospect Cards (200)—maintain detailed reminders to initiate contact at the proper time. |
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OCS File Box with Index Tabs—keep critical data at your fingertips with easy access to the information you need.
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FREE Download—The Goal: Build a Lifelong Supply of Clients |
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Culled from Building a Financial Services Clientele, part of the One Card System: Starter Kit, this complimentary download covers: |
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The Development of the 10-3-1 Ratio |
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The Science and the Art of Client Building |
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Twenty-Five Years of Research – Still Valid Today |
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Understanding the OCS Terminology |
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The Tabulation Process |
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AND MUCH MORE
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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.
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