Building a Financial Services Clientele: A Guide to the One Card System

by O. Alfred Granum, Barry Alberstein, Delia Alberstein

From Contents - Building a Career; Science and Art of Building Clientele; One Card System; Success Manual; OCS Planner; Self-Management; Art of Sales Cycle; Six Step Prospecting and Three Step Promotion; Pre-Approach, Telephoning and Approach; Fact Finding; Closing, Delivery and Post Sale Service; Conclusion. (Description by http-mart)

301 pages, Unknown Binding

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.