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One Card System

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  1. 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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  2. 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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  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. 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.

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  5. 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.

    Learn More

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