to be successful in life YOUR TRANSFORMATION starts right now DISCOVER


Steele Coaching Group

When people ask me what I do for a living, I like to tell them that I work with fun and interesting people who are successful and want to improve some facet of their life. It could be the business professional with record sales but has no life outside the office, or a successful executive that feels unfulfilled in spite of their success, or is it a financial advisor trying to build their team but spinning wheels and not sure why?

My personal coaching is for the professionals who understand that the “fundamentals are real” to create real long-term success. As a coach, there is no fluff, I just get to the real stuff. The mantra at SCG is to “Redefine the Leaderboard.” Redefining the leaderboard means we want to help bring balance and enjoyment back into your life and business right alongside your financial success.

As a top-level business professional, our belief is 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. We want to cater to our plans to help you transform your business, and you become 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. Together, we will identify the obstacles that have been holding you back. First, you need to be letting go and moving on from the old way of thinking and reprogram your mind towards balance and enjoyment. My coaching experience is not only in the business itself but in life’s’ struggles, successes, and all the stuff that comes in between. I have been there in business and life, the highs and the lows.

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?

LAs 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 Blueprint for success while fulfilling our client’s desire for time, joy, and financial well-being.

Staying true to your Values

In business and life your reputation needs to be much deeper and stronger than just the “last deal”. Your core values and actions behind those create the trust and comfort for your clients as you build a relationship that survives the up and downs of business cycles.

Service mentality

The professional that approaches their business with client service and client-first mentality will create long term success

Work-Life Balance

Our goal at SCG is to help our clients create a life balance in and out of the office to keep themselves in a grateful and positive mindset.


What My Clients Have to Say

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.