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One Card System

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  1. OCS Control Cards
    $10.00
    The OCS Control Card represents an inventory of your active business relationships. Learn More
  2. Building A Financial Services Clientele, 12th Edition

    Starting at: $106.00

    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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  3. 2019 Productivity Planner
    $41.00

    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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  4. 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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  5. 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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  6. OCS File Box
    $32.00
    This sturdy, attractive box will hold more than 1,000 cards so you can effectively manage your communications with Suspects, Prospects, and Clients. Quick and easy access to the information you need puts you in the position to maximize your sales and build your Client list quickly. Learn More
  7. OCS Index Tabs
    $18.00
    Additional index tabs for use in keeping information organized in your OCS file box. Learn More
  8. One Thousand Clients
    $20.00
    A handy journal that serves as a permanent record of your most valuable asset — your growing client base. One Thousand Clients is indispensable for helping producers master the client building approach of the One Card System. Learn More
  9. Success Manual
    $20.00

    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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  10. OCS White Prospect Card
    $23.00
    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

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