What is included in the OCS Starter Kit: Planner Edition?
Complete your One Card System with the materials you need to prospect, track, maintain and build new Client relationships with a Starter Kit designed exclusively for users of the OCS Annual Planner. (OCS Annual Planner sold separately). Kit includes: Building a Financial Services Clientele Textbook One Thousand Clients Book 200 Confidential Questionnaire Facts Forms 800 Yellow Suspect Cards 200 White Prospect Cards 3×5 16-inch file box with 1-31, A-Z, and Jan-Dec index tabs 3×5-inch Control Cards Quantity discounts available. Call your sales representative or 1-800-543-0874 for details.
