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One Card System

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  1. OCS Refill Kit: Planner Edition

    OCS Refill Kit: Planner Edition

    $95.00

    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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  2. OCS Starter Kit: Planner Edition

    OCS Starter Kit: Planner Edition

    $335.00

    The One Card System Starter Kit: Planner Edition gives you the tools you need to turn to secure new clients…and turn them long-term, loyal customers.  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.

    The One Card System Starter Kit is a proven financial services success method that helps you do MORE.  Countless users have told us how it helped them become:

    • MORE efficient and proactive in their practice management
    • MORE targeted in their prospecting and promotion
    • MORE effective and winning in their sales presentations
    • MORE lasting and influential in their client relationships
    • MORE successful in closing cases and boosting their earnings power
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  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. 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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