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OCS Starter Kit: Planner Edition

SKU: 1610009

Availability: IN STOCK

$335.00

Quick Overview

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.

OCS Starter Kit: Planner Edition

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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. 

Kit includes:

  • OCS Productivity Planner
  • Building a Financial Services Clientele
  • OCS Essentials: Producer Training CD-ROM
  • One Thousand Clients 
  • Yellow Suspect Cards (800)
  • White Prospect Cards (200)
  • OCS File Box with Index Tabs
 Author
Al Granum, Barry & Delia Alberstein