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OCS Starter Kit: Planner Edition

$335.00

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 pros

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SKU: 650897625 Category:

Product Description

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 includesProductivity Plannerbuild your client base and reach your production goals through the tracking of daily contacts appointments presentations and results.Building a Financial Services Clientelelearn to master the art and science of financial services sales and take your success to a higher level. OCS EssentialsProducer Trainingimprove performance with five courses focusing on the essential elements of the OCS Planner. One Thousand Clientsbenefit from a handy journal that serves as a permanent record of your growing client base.Yellow Suspect Cards (800simplify 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 Tabskeep critical data at your fingertips with easy access to the information you need.Additional InformationDeep discounts are available for bulk purchases. Call us at 1-800-543-0874.