Experience

F&I Masters™

• Canada
• Business Consulting and Services
• 1 - 100 Employee

• Founder | Director of Training & Development | B.Comm (Hons) | Certified Life Coach

  • Jan 2022 - Present

  We help small and large automotive dealerships get a lift 🚀 in F&I GPU within 60 - 90 days by systematically removing the mental roadblocks to selling finance and insurance products in the finance office. Our industry-leading training workshops are proven to help drive GPU, overall revenue and CSI scores. Our F&I Accelerator™ workshop can transform a new unexperienced F&I candidate into a highly productive team member in as little as 48 hours. We make hiring within easy! Clients come to us when: 🔥 They need a lift in F&I GPU without sacrificing customer satisfaction 🔥 They need to train, develop, and motivate inexperienced, experienced, or stagnant F&I managers. 🔥 They need an optimized selling approach that cultivates long-term customer relationships. We'll be working together on how to: ✔️ Implement a F&I presentation strategy that lifts GPU, products per deal, and cultivates long-term customer relationships. ✔️ Re-program the mindset of your F&I managers by discarding limiting beliefs through industry-leading F&I Accelerator™ mindset and training workshop. ✔️ Motivate your dealerships Financial Service Managers using empowering coaching strategies. ✔️ Build a lucrative F&I office within 60 - 90 days. After working together, you'll walk with 🔥 Confident F&I managers of all experience levels equipped with the scripts, tools, and fool-proof processes to eliminate roadblocks and guesswork, unlock their full potential, create repeatable sales outcomes, and achieve sustainable results with a growth mindset. 🔥 An evolved selling approach that adapts to the ever-changing customer, builds long-term relationships, and drives productivity in your F&I office. 🔥 A customer centered objection handling formula that lifts GPU and eliminate the friction in the finance office. 🔥 4 Weeks of virtual training support, live with Coach MD, once a week for 1 month! Please go to www.fandimasters.com to book a discovery call. Show less



LEAP Forward Consulting Group

• Canada
• Professional Training and Coaching

• Founder | Certified Coach ► Automotive F&I Trainer & Coach

  • Dec 2018 - Present

  Leap Forward Consulting Group specializes in automotive F&I training, coaching and support to drive performance within automotive dealerships. We work with a wide range of automotive dealers and dealer groups’ finance offices to develop the right mindset and attitude in focused training sessions. At Leap Forward Consulting Group our goal is simple: To provide everything your FSM’s needs to unlock their full potential and achieve sustainable results. We don’t lecture, we provide a practical approach and building blocks for you to build a lucrative F&I team. Based in Winnipeg, Manitoba, Canada, LEAP Forward Consulting Group helps automotive dealers to develop the strategy, training, and accountability required to succeed in extraordinary times. We are the creators of the F&I Accelerator training program, an F&I training program that successfully integrates coaching and mindset skills with the technical aspects of the role, bringing a unique training experience never-before seen in the industry. This first of its kind program can be delivered to your FSM 100% virtually. The F&I Accelerator has the most telling effect on your F&I team! In theory, theory and practice are the same. In practice, they are not. We cover the theory, then instantly apply it in the real world simulated scenarios. This creates "thinker doers". Our goal is to create FSM’s that are laser-focused on simple actions that create big reactions. You'll find our students adding value, optimizing processes, and doing work, while keeping your customers happy and increasing your GPU. We can proudly customize each offering to meet the unique needs of our dealers. With professional guidance from LEAP Forward Consulting Group, your F&I team will acquire the confidence and skills necessary to implement new approaches in-store. If you're ready to significantly advance your F&I team and need a qualified proven strategy, connect with us at: 204-333-2333 Show less



AutoCanada

• Canada
• Motor Vehicle Manufacturing
• 300 - 400 Employee

• National Presentation Trainer

  • Feb 2019 - Apr 2022

  Responsible for creating a training and development program for new Finance Managers from scratch, with a focus on a presentation strategy used to drive national performance within our franchise automotive dealerships. Responsible for creating a training and development program for new Finance Managers from scratch, with a focus on a presentation strategy used to drive national performance within our franchise automotive dealerships.



Crown Automotive Group Winnipeg

• • Jan 2014 - Dec 2018

  Car Dealership: part of the Dilawri Automotive Group and operated since 1984. Provided expert advice on finance options, vehicle protection products, and personal coverage relating to the ownership of the vehicle dealing directly with lenders and financial institutions. The scope of this position had a focus on structuring deals in accordance with lender and dealership guidelines, being knowledgeable of provincial regulations regarding finance and the fair credit reporting act and sell credit insurance and service contracts. Other functions included booking out deals accurately, performing credit interviews, preparing credit applications and verifying the accuracy of all material information on the credit application and submit to lender. Key contributions/awards: ➜Successfully managed team to top grossing F&I department in Canada for Honda Canada financial network of dealers despite having the largest lease portfolio (60%) in Canada. ➜Managed F&I team to become #1 in customer satisfaction for Honda Canada financial network of dealers. ➜ Named An Esteem Summit Member for 2018 by demonstrating consistent achievement of excellence in the field of Automotive Financial Services. Show less

• • Jun 2008 - Jan 2014

  Offered vehicle financing and insurance to customers and provided them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.Sought new lending institutions and maintained good working relationships to secure competitive interest rates and financing programs.Processed financing and leasing deals accurately and secured approval through financial institutions.Understanding and complying with federal, provincial and local regulations that affect the new and used-vehicle and finance departments.Created and maintained great relationships with sales department to ensure all new sales are referred to the F&I department.Trained and provided the sales team with information on finance and lease programs and the benefits of the dealership’s financing and extended service programs.Key contributions/awards: ➜Successfully demonstrated the ability to achieve sales targets while maintaining a high level of customer satisfaction. ➜ Top gross producing financial services manager in Canada for Honda Canada financial network of dealers. Council of sales Award from Honda Canada Financial. ➜ Named An Esteem Summit Member by demonstrating consistent achievement of excellence in the field of Automotive Financial Services. Show less

• • Apr 2004 - Jun 2008

  Car Dealership: part of the Dilawri Automotive Group and operated since 1984. Joined the company to be responsible for creating an exceptional client experience while assisting the dealership leadership team in ensuring the lot is optimally merchandised to maximize sales. Other functions included to develop and maintain relationships with valued clients to further promote the dealership’s brand within the market, to enhance the customer experience by demonstrating the vehicles features and conducting a test drive and be empathetic to the client’s needs, wants and concerns. Key Initiatives: ➜Successfully contributed with ideas and participated in the development and implementation of the dealership’s marketing and advertising initiatives. ➜Became a product expert by attending sales meetings and training offered by the dealership and the manufacturer. ➜Consistently met and exceeded sales goals and objectives and all required metrics related to the overall customer experience. Show less