What I can do for you

Steele Coaching Group

As a top-level advisor, you don’t want a cookie cutter approach to the coaching program in which you are investing. You want to feel empowered, working on your individually tailored plan with immediate results. You want to be able to begin plans to transform your business, becoming even more useful to clients, associates and yourself from the start.

This is the coaching that you can expect and will receive at Steele Coaching Group.
We will identify the obstacles that have been holding you back. Together, we will work toward your unique strengths, and teach you how to break free. With my coaching and your experiences, you will gain the tools you need to take over the game and lead your team to a win.

As a college basketball coach, I taught the fundamentals of the game through a process within a system. We adjusted our style of play depending on the different talents of players. I believe as a business coach there is a proper way to build a business using the correct process and system.

These are the successful fundamentals of any business. It is up to the coach and advisor to identify his or her talents, personality style, strengths and to pick their personal style of play. As a coach, I will help you build the process and system that enables you to utilize your most effective style of personal interaction.

As a coach, understanding your struggles, your successes, and your vision for your business and work-life balance is the starting point. I don’t presume I know what is best for you. I listen, ask questions, and take the time to understand your business.

  • Are you in need of a Team Organization or System?
  • What client segment is your revenue coming from?
  • What is your onboarding process?
  • Do you manage your clients’ Investments or Wealth?
  • What does your Referral program look like?

As I learn about you and your business, only then am I able to become a valued partner. Your story, your needs, come before any coaching talk or proposals ever matter. Help me understand your advisory business and goals and then we build a game plan. Let’s get started today and begin your journey to exciting new growth, work-life balance, and success in whatever definition YOU choose.

Call Steele Coaching Group to discuss your opportunities ….

I know fear is an obstacle for some people, but it is an illusion to me. Failure always made me try harder the next time.

~ Michael Jordan


I'll help you accomplish

Why Choose

Steele Coaching Group?

At SCG, the coach-client relationship is a source of questions, answers, struggles, and resolutions to the challenges you face as an advisor every day. I don’t have a one size fits all approach to business coaching. I have been where you are and have studied and worked at the business from a variety of perspectives and different systems.

My assignment as your personal coach is to ask compelling questions, listen to your answers and empower you. The Steele Coaching Group utilizes the Inquiry Method of coaching, by asking questions to draw out the skills and creativity my client possesses, rather than instruct and advise.

In my 20 plus years in the financial services business, I have learned and gleaned ideas from the best advisors and coaches in the business. Duncan MacPherson, Aaron Hemsley, Matt Oechsli, Alan Prince and of course Nick Murray just to name a few. Depending on the situation, we use some of the exercises, programs, and systems from these experts that will support your transformation.

As we both know, it is more than just exposing you to new methods and approaches, it is the fortified combination of your effort, your commitment and follow through, that will transform your business and help you grow into the advisor and person you envision.

According to one of sports greatest talents, Michael Jordan, “the minute you get away from fundamentals – whether it’s proper technique, work ethic or mental preparation – the bottom can fall out of your game, your schoolwork, your job, whatever you’re doing.”


Quick Hits

Basics That Work

SCG believes this to be a Blueprrint for success of our Financial Advisor clients

Staying true to your Values

In business, you are only as good as your last deal and your reputation. Your values and actions create the trust and comfort for your clients to trust you with their entire financial relationship.

Service mentality

The Financial Advisor that approaches their business with true client service and client first mentality will create long term success.

Work-Life Balance

Our financial advisor creates a life balance in and out of the office to keep themselves in the grateful and positive mindset.

How can I help you?

I am here to help you identify the obstacles that have been holding you back. Together, we will work on your unique strengths, and keep you focused on your game. With my coaching and your experiences, you will gain the tools you need to take over the game lead tour team to the win.


What our clients say

Coaching took me to a new successful business level

Michael has helped me focus on my existing A & B clients and take the business to new levels. I have been re-energized we have put together a plan focused on my ideal clients who make me money, are fun to work with, and give me referrals. Michael has pushed to hold myself accountable, go back to those activities that brought me to my current level of success. As a coach, Michael has helped me push aside any negative thoughts holding me back from breaking through to the next level. I would recommend Michael to those advisors looking to move to the next level, whether you have a 1mm book or are 2or 3 years in the business. A coach like Michael can really get you to the next level quicker and with fewer mistakes. Steele is your guy.

~Rodger G. Wealth Advisor, Fl

He helped me transform myself and I am happier

I am being coached by Michael for almost a year now, and I couldn’t have asked for a more intuitive, sensitive and powerful coach. What I like best about Michael is his intuition and ability to hear the subtle hints in my expressions. He is always spot on. I have seen an enormous transformation in myself and how I am managing my business. I am happier and more in control of my emotions and expressions. I have now identified my strengths and use them to achieve better results, all thanks to Michael. Will I recommend Michael to my family & friends? Yeah, definitely!

Wishing you the best.

~Amruta N. Social Media Marketing , India

I have been able to grow 

I was introduced to Michael through a mutual acquaintance and we meet via video Conference. I quickly became comfortable with Michael’s easy going style, a wealth of knowledge and experience and felt his true interest in my situation. I have been able to grow in my approach to working with upper management and refocusing on some of the issues that I deemed most important to overcome. As a Coach, Michael is empathetic, compassionate, with a strong passion for helping others to achieve their goals. I would recommend Michael to anyone trying to better themselves in all aspects of their lives.

~Tim M, Management , VA