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One Card System

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  1. 2015 Productivity Planner

    2015 Productivity Planner

    $35.00

    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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  2. 2014 Productivity Planner

    2014 Productivity Planner

    $34.00

    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.

    Learn More
  3. Building A Financial Services Clientele, 11th Edition Revised

    Building A Financial Services Clientele, 11th Edition Revised

    Starting at: $98.00

    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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  4. OCS Starter Kit: Planner Edition

    OCS Starter Kit: Planner Edition

    $335.00

    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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  5. OCS Refill Kit: Planner Edition

    OCS Refill Kit: Planner Edition

    $92.00

    Everything you need to replenish your One Card System for continued client-building success! The refill kit includes the popular OCS Productivity Planner and enough Yellow Suspect cards and White Prospect cards to keep growing your client list for another year.

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  6. OCS Card File Kit

    OCS Card File Kit

    $115.00

    The OCS File Box is used to organize your OCS Yellow Suspect cards and White Prospect cards. With a capacity of more than 1,000 cards, you can effectively manage your long-range communications with suspects, prospects, and clients. The file kit keeps critical data at your fingertips with easy access to the information you need to maximize your sales and quickly build your client list. Learn More
  7. OCS Control Books

    OCS Control Books

    $38.00

    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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  8. OCS: Yellow Suspect Card

    OCS: Yellow Suspect Card

    $22.00

    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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  9. OCS: White Prospects Card

    OCS: White Prospects Card

    $22.00

    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
  10. Success Manual

    Success Manual

    $18.00

    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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