Financial Services Training

Finance Coach Workshop I:

A comprehensive 4-day course covering compliance, products, menu presentation and “real world” objection handling techniques.

Finance Coach Workshop II:

A 1-day follow-up review.

Communication With Lenders

How to obtain the optimal lender approval.

Finance Coach Game Film Review:

Twice monthly review of finance transactions, showing what is going well and what can be done differently.

Sales Coach Training

Sales Coach Workshop I:

A comprehensive 4-day course covering compliance, products, menu presentation and “real world” objection handling techniques.

Sales Coach Workshop II:

A 1-day course covering how to generate showroom traffic, sales team duties and review of sales menu presentation.

Communication With Lenders

How to obtain the optimal lender approval.

Sales Team Member Training

Walk Around

Trade Evaluation

Sales Menu Presenation

Objection Handling

Sales Team Member Guide to Financial Services