Agency managers and general managers who follow this convenient, easy-to-use system find themselves developing new clients and cultivate existing relationship in all the right ways.
The One Card (OCS) Starter Kit gives you all the materials you need to prospect, track, maintain, and build client relationships. It includes:
- Productivity Planner—build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results.
- Building a Financial Services Clientele—learn to master the art and science of financial services sales and take your success to a higher level.
- OCS Essentials: Producer Training—improve performance with five courses focusing on the essential elements of the OCS Planner.
- One Thousand Clients—benefit from a handy journal that serves as a permanent record of your growing client base.
- Yellow Suspect Cards (800—simplify your client building activities with systematic call reminders.
- White Prospect Cards (200)—maintain detailed reminders to initiate contact at the proper time.
- OCS File Box with Index Tabs—keep critical data at your fingertips with easy access to the information you need.
Deep discounts are available for bulk purchases. Call us at: 1-800-543-0874.
Al Granum, Barry & Delia Alberstein