One Card System

The Productivity Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results. This proven tool will enhance the quantity and quality of your clientele while improving your effectiveness with prospecting and promotion.

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With this book, you’ll learn to master the art and science of financial services sales and take your success to a higher level.

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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.

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Keep monthly sales activity organized through the use of the OCS Control Book. You’ll receive 18 books that will enable you to maintain an ongoing plan six months ahead.

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Managing Through the One Card System provides step-by-step instructions for managing one or many financial representatives using the One Card System, the most successful practice management system.

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These cards simplify your client building activities with systematic call reminders that assist you in maintaining active and productive relationships. Includes a set of 200 Yellow Suspect Cards.
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Using these cards, you’ll never miss an important contact with a Prospect because you’ll have a detailed reminder to initiate contact at the proper time. Includes a set of 200 White Prospect Cards. Learn More

This classic planning book provides you with proven tools to analyze your monthly activity and results. Measure activity and analyze performance by recording qualified suspects, new FACTS, cases opened, telephoning, closing interviews, plus activity and efficiency points for an entire year. 

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A handy journal that serves as a permanent record of your most valuable asset — your growing client base. One Thousand Clients is indispensable for helping producers master the client building approach of the One Card System. Learn More