COACHING

Anthony started his financial career at Willey Brothers Inc. as an analyst in 1996. The Goldman Sachs subsidiary focused on M&A of financial institutions.  When he and his colleagues watched 2008 unfold, no one was particularly surprised, they'd been watching bank assets decline since 2005. 

Going into private practice in 2007 Anthony has worked with thousands of clients and has an advisor network spanning the nation. The Cloutier Group serves UHNI, hedge funds, and family offices. In 2013 they launched Truth of Investing, a start-up with no assets. Today ToI is a part of Markowski Investments and the firm has over $1.3b in total AUM. In 2025 Anthony launched Forbidden Brand Capital and the SPICE Index to track non-correlated assets outside of Wall Street's typical fare.

Blue Ocean Coaching is a passion. Anthony says, "We have an abundance of unrealized potential and wasted opportunity slipping through our fingers every year. Thousands of young professionals leave our industry every year. Everyone can teach closing or overcoming objections, everyone has product training, but nobody teaches prospecting, market positioning, or how to tap into what makes a client chose you...until now."

Tim came up in the grind. Lawyers pumping out trusts, and hey, while your at it, let's take a look at those CDs youve been hanging on to. It wasn't glamorous, but Tim understood the value of hard work and quickly rose to the company leaderboard. 

"I've been coaching AAU baseball for decades and I tell the kids. Don't over-think this. Just go out and play. Stick to your fundamentals and you'll have a good game. Being a superstar producer or advisor isn't any differentnt. You need to prepare, plan for what is going to happen, plan to make adjustments to what they're doing. When you're in front of the client, you don't have time to think about what you're going to do. You need to be focused 100% on your prospect, listening, not talking." 

A University of Michigan alum, Tim has remained in the Ann Arbor area, but has traveled the world several times over. "Most advisors I meet have what they need to be successful. Very few have unlocked that special thing about them that unlocks that internal drive, that motivation, that drives people to the top of the industry.

"People always want to know the secret. What's the mailer, how'd you get on tv, or the radio? You must have been born into this."

Lance was born a farmer in western Kentucky, not the usual road to financial success. In fact, he still operated his elderly parents farm in his off hours. But how? Most advisors struggle to build their practice and make time for family obligations. What's the secret?

"I have the same 24-hours as everyone else, but Blue Ocean Coaching helped me prioritize the activities that made me money. I was spending so much time on reviews, I was struggling to onboard new clients, missing family dinners, and chasing my tail constantly. BOC restructured my calendar, focued me on my natural market and within a year we doubled our revenue AND cut expenses. I transformed my practice and began scaling. This isn't a short-cut. You need to learn it, it doesn't happen overnight, but when it clicks, it changes everything."

Law school doesn't teach you anything about running a law firm. When Jenny graduated, and joined the bar, the big firms weren't hiring. Not even for the youngest member of the New Hampshire Bar Association in it's 150-year history.

"Like thousands of newly minted lawyers, I formed a firm with a group of friends from law school and started to hustle. Thay quarter of a million dollars in law school debt wasn't going to pay itself back.

I started in estate planning because it meant a quick turnaround on cash flow. It paid the bills but I could see the ceiling immediately. I expanded my services to Medicaid Planning, a rare field despite massive demand. 

Today we have a diverse team that handles all of our clients legal, financial, and tax needs. We offer insurance, annuities, investment management and we dominate the Medicaid landscape in our state. Most of our referrals still come from attorneys who don't work with Elder Law."