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Alex Lerch on The Blue Square Method

November 21, 2023

Video Transcript


Speaker: Alex Lerch, Marketing Director, Oak & Stone Capital Advisors

As a reader of The Blue Square Method, what were some of your key takeaways?

Alex Lerch: Alex Lerch here with Oak & Stone Capital Advisors. I just want to take a minute talk about a book I just finished Blue Square Method from Duncan MacPherson and Chris Jeppesen. Fantastic book for any financial advisor or really anyone working in financial services. My key takeaways from the book, if you have a firm and you're looking to create a unique selling proposition and a value different from everyone around you, your competition, everyone else in your market so that you stand out. This book is a fantastic resource on how to do that. And then how to implement those processes into your practice. Second key item, if you're looking to generate more referrals from within your firm, this book will teach you the right perspective on how to look at referrals, how to generate them and how to do them in a way that empowers your firm and empowers the client both at the same time again, Blue Square Method. Duncan MacPherson, Chris Jeppesen, check it out financial services. Fantastic book, highly recommend it.



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