Who is Al Granum?
Al Granum, CLU® is a legend in the financial services business. His client building system has impacted countless financial services professionals. His legacy lives on—in the Center, in the countless publications who site his research, and in the lives of those he has impacted.
How does the one card system work?
What Is the One Card System? The One Card System is based on the idea that it takes ten leads (referred to as suspects) to generate three prospects who will discuss insurance products with an agent. One among those three prospects will actually become a client and buy insurance.
How do you build financial services clientele?
This edition provides step-by-step instructions on how to:
- Understand the client-building philosophy.
- 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.
Why was Al Granum’s one card system important?
Upon news of his death, agents past and present lined up to present tributes to Granum and credit him with being instrumental in their successful careers. His ubiquitous One Card System for building a clientele remains ingrained in the industry.
Who is the creator of the one card system?
The One Card System is an integrated suite of productivity tools and processes perfected by Al Granum, 2002 John Newton Russell Award winner. The OCS is really three fully integrated systems in one: a suite of Organizational tools, a Contact management system and a Sales process.
How many referrals did al Granum keep?
Granum required agents he was working with to keep detailed records on referred leads (tracking cases opened, closed, and business submitted), compiled manually as computers for such tasks were still a long ways off. In the first 10 years, they were able to process good records on more than 50,000 referred leads.
How old was Al Granum when he passed away?
That’s the essence of the 10-3-1 ratio made famous by Al Granum, CLU, who passed away last week at the age of 91. There may never have been a more influential person in the industry than Granum, whose groundbreaking sales principles have guided the careers of many thousands of agents and financial advisors.