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. All of this is the coaching that you can expect and will receive at the Steele Coaching Group. The effort and practice will be up to you but the results you achieve will be a shared experience. As a college basketball coach, I coached and taught the fundamentals of the game through a process within a system. We adjusted our style of play depending on the different talents of the 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 her or her talents, personality style, and strengths to pick their exact style of play. As a coach, we will help you build the process and system, and enabling you to better choose your most effective style of personal interaction.

Steele Coaching Group (SCG) works with financial advisors who deal with challenges the investment business creates for life inside and outside the office. We show our clients what they cannot see. As a coach, I dare to say to my clients what no one else would dare to say. We work without judgment and are a sounding board when needed. As your business coach, my focus is to understand your dreams, desires, fears, and pains. We work on any challenges and mistaken beliefs you have about success and what it takes to achieve the power that you see in others. We work on the growth process that creates the results, not just focusing on the results as a single measure.


We work on relieving you of living in “comparison to others” and stay within the boundaries of competing against your best. Most important we work on to make bold choices in life, making decisions, and follow through and trust yourself in those choices. I don’t have a one size fits all approach to business coaching. I have been where you are as an advisor and manager and understand that your situation is unique. You have worked long and hard to achieve your current level of success, and it takes a special kind of business person to step forward to step forward to say “I want to achieve even more, and I want coaches to support to get me there. “


There needs to be a process and implementation of that process for the style to be effective, that is the starting point, at least for a good conversation for me to understand your advisory business.

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 the source of answers and resolutions to the challenges you as an advisor face 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 how you answer and empower you. The Steele Coaching Group utilizes the Inquiry Method of coaching, by asking questions to draw out the skills and creativity a 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. D.MacPherson, A.Hemsley, M.Oechsli, 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 a 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 cultivating your unique strengths, and teach you how to break free. With my coaching and your experiences, you will gain the tools you need to climb to the top of your mountain.


What our clients say

Coaching took me to a new successful business level

Michael has helped me focus on my business and take it to new levels. I have been re-energized and refocused as we have put together a plan and Michael has pushed me to hold myself accountable. I have been able to go back to the basics, to those activities that brought me to the success level that I currently hold and am not feeling the fruits of that refocus. Michael has helped me push aside the thoughts, and that was holding me back and helped me created an atmosphere of success. I would recommend Michael to those advisors looking to move to the next level, whether you have a 1mm book or are getting started, a coach can help you get there. Michael is your guy.

~Rodger G, Financial Advisor

I now identified my strengths and use them to achieve better results 

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 listen to subtle hints in our 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, Social Media Marketing

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