Building a Financial Services Clientele

by O. Alfred Granum, Barry Alberstein, Delia Alberstein

The 11th edition of Building a Financial Services Clientele is the essential guide to mastering the One Card System. Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 50 years! This edition provides step-by-step instructions on how Understand the client-building philosphy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Understand the consultative sales cycle Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.

350 pages, Paperback

First published January 1, 2001

Reviews

[Samantha Nowatzke · Rating 4 out of 5]

Extensive look at the One Card system. Still very applicable in today's financial services market although it would be nice to see it updated to reflect language more consistent with online CRMs versus physical cards.

[R33d · Rating 5 out of 5]

So essential.

[Peter_Banning · Rating 3 out of 5]

Informative and something that will prove useful over the long term. Not something you simply read and learn from in one use.