Floor 1: The Wake-Up Call

STOP WAITING.
THE F&I OFFICE
WON'T COME TO YOU.

You've been saying you want to get into F&I for months. Maybe years. But wanting it isn't enough. The people who get the role don't wait—they prove they're ready.

Find out if you're actually ready for the F&I office—or just wasting time.

Floor 2: Reality Check

Top Salesperson?
That's nice. Check your ego at the door.

You're crushing it on the sales floor. Top 3 in volume. Highest gross. Everyone knows your name. You think F&I is the natural next step.

Here's what you need to understand: Being a great salesperson doesn't mean you're ready for the F&I office.

Sales is only a small part of the role. The other 70%—compliance, product knowledge, financial structuring, audit-proof documentation—will either make or break you. Which will it be?

In Sales, You Need:

  • Charisma and relationship-building
  • Closing skills
  • Hustle and persistence

In F&I, You Need All of That PLUS:

  • Mastery of OMVIC regulations and Ontario consumer protection laws
  • Deep product knowledge across 15+ F&I products
  • Financial structuring expertise
  • Audit-proof documentation skills
  • The ability to handle OMVIC audits and regulatory liability

Sales is 30% of the F&I role.
The other 70% will make or break you.

Floor 3: The Income Reality

Everyone loves to talk about the money F&I Managers earn.
Nobody talks about what it takes to make it—month after month.

Yes, F&I Managers can make six figures. Some make $200K+. But the income isn't a guarantee—it's a reward for hard work, dedication, passion, and perseverance.

The Role is Demanding

  • • 60-hour weeks during busy periods
  • • Constant pressure to hit PVR targets
  • • OMVIC compliance audits at any time
  • • Managing 10+ lender relationships

The Role is High-Risk

  • • One mistake can mean fines or termination
  • • Income tied directly to performance
  • • Personal liability for contract errors
  • • Ontario regulations change regularly

The Role is Relentless

  • • Mandatory ongoing training
  • • Constantly changing lender guidelines
  • • New products and regulations
  • • Balancing all relationships

This isn't for everybody. It's not for the weak.

But if you can handle it? The rewards are real: six-figure income, respect, autonomy, and the satisfaction of mastering one of the most challenging roles in the dealership.

Floor 4: The Focus Challenge

How Long Have You Been
"Thinking About" F&I?

Let me guess:

  • You've been saying "I want to get into F&I" for 6 months. Maybe a year. Maybe longer.
  • You've watched other people get promoted while you stayed on the sales floor.
  • You tell yourself "I'll start preparing soon" but you never actually do.
  • You're waiting for your GM to notice you and offer you the role.

Here's the truth: Wanting it isn't enough. Focus is.

The people who get the F&I role aren't the ones who want it the most. They're the ones who do something about it. They study. They get certified. They position themselves as the obvious choice.

99% of salespeople who say they want to get into F&I never take a single step toward making it happen.
Which group are you in?

Floor 5: The Filter

The Business Office isn't for everyone...
Which is why we launched F&I Ascent.

F&I Ascent is for you if:

  • You're willing to be challenged and called out on your excuses
  • You want the unfiltered truth about what the F&I role actually requires
  • You're ready to invest time and effort into positioning yourself for promotion
  • You can handle being told 'you're not ready yet' and using it as motivation
  • You're committed to mastering OMVIC compliance, product knowledge, and financial structuring

F&I Ascent is NOT for you if:

  • You're looking for a get-rich-quick scheme or easy money
  • You want someone to coddle you and tell you you're perfect as-is
  • You're not willing to study, practice, and invest in your own development
  • You think your sales performance alone should be enough to get promoted
  • You're easily offended by direct, challenging feedback

I've been an F&I Manager for 8 years. I've sat in that office through economic downturns, compliance audits, and customers who thought I was the enemy. I've met dozens of salespeople who said they wanted my job. Almost none of them followed through.

I'm not here to sell you a dream. I'm here to tell you the truth—and if you can handle it, I'll show you how to get there.

Floor 6: The Assessment

The F&I Readiness Quiz:
Find Out If You're Ready—Or Just Wasting Time

The F&I Readiness Quiz is a 10-question assessment that evaluates your current readiness for the F&I Manager role across two dimensions:

DIMENSION 1

Persona Fit

Are you a Rockstar Salesperson, Seasoned Professional, or Career Changer? Each path to F&I requires a different strategy.

DIMENSION 2

Readiness Level

Are you High Readiness (ready to interview now), Medium Readiness (6-12 months away), or Low Readiness (need foundational training)?

You'll receive a personalized result including:

  • Your biggest strengths and weaknesses for the F&I role
  • The specific skills and knowledge gaps you need to address
  • A customized roadmap for getting promoted
  • Recommended next steps based on your persona and readiness

This isn't a generic assessment. It's based on 8 years of real-world F&I experience and hundreds of conversations with salespeople who wanted to make the transition.

The Summit: Take Action

Ready to Find Out
Where You Stand?

Enter your email to get your personalized F&I Readiness results and start your journey to the F&I office.

Your information is safe. We'll never spam you or share your email. You'll receive your quiz results immediately, plus occasional emails with F&I career advice.