Ask The Finance Guy
ASK THE FINANCE GUY · RESOURCE DIRECTORY

The right tools.
The next step.

Choose a section to explore training, gift boxes or dealership support.

25 YEARS IN AUTOMOTIVE RETAILTEMPORARY F&I COVERAGEPROCESS REVIEWS & TEAM COACHING
FOR DEALERSHIP OWNERS, GENERAL MANAGERS & F&I LEADERS

Small mistakes.
Expensive consequences.

Interim F&I coverage and practical process coaching from Ask The Finance Guy. Discuss upcoming staffing gaps, funding bottlenecks and opportunities to strengthen your team's daily work.

01 · INTERIM F&I COVERAGE

Keep your finance office moving.

Request coverage for planned vacations, short-term absences or a vacancy while you recruit. Initial inquiries are focused on the south Chicago suburbs and nearby Illinois dealerships.

  • Scheduled day or short-term assignments
  • Scope, systems and responsibilities agreed before booking
  • Availability and dealership approval confirmed individually
Request coverage availability
02 · F&I CONSULTING & TEAM COACHING

Spot the gaps. Build better habits.

Review your workflow, sales-to-finance handoff, funding follow-through and training needs. Receive practical priorities and coaching for the people doing the work.

  • Initial discovery conversation
  • Agreed review scope and written priorities
  • Optional follow-up or ongoing coaching
Request a consultation

Services are quoted after an initial conversation. Coverage is subject to availability, agreed terms and appropriate dealership authorization. Process coaching is operational support; it is not a legal opinion, certified compliance audit or guarantee of regulatory compliance. Please do not send customer deal jackets or sensitive customer information through this website.

Contact

Let’s talk about your dealership.

Ask about interim F&I coverage, a process review, coaching or training resources. For coverage inquiries, include your dealership location, requested dates and preferred callback details. Do not send customer information.

BEST FOR F&I coverage inquiries, process coaching, training and purchase support.
RESPONSE Replies are sent to the email address or phone number you provide.

Please do not include Social Security numbers, account numbers, birth dates, or other sensitive financial information.

GIFT BOX CATALOGUE · FOR DEALERSHIPS

A warm welcome.
A memorable thank you.

Choose an affordable Essential box or upgrade to Premium. Welcome new salespeople to the team, or thank customers for their purchase with a thoughtful dealership gift.

Four gift box concepts with contents displayed: Essential and Premium salesperson welcome kits, and Essential and Premium customer thank-you kits.
See what is inside each box. Tap the image to enlarge.

Buy 10 gift boxes, get 1 FREE

Order 10 of the same gift box option and receive 11 in total. Available on Essential and Premium welcome and customer thank-you boxes. Mention the offer when requesting your quote.

BUDGET WELCOME BOX

New Salesperson · Essential

Estimated from $29.99per box

  • Ask The Finance Guy branded T-shirt
  • Welcome card with salesperson’s name
  • Branded pen and pocket notebook
  • Simple gift box with tissue wrap
Request this box

PREMIUM WELCOME BOX

New Salesperson · Premium

Estimated from $69.99per box

  • Branded T-shirt and lapel pin
  • “How long is a piece of string?” mug
  • First 30 Days notebook and branded pen
  • Pocket coaching cards and personal welcome card
  • Presentation box with coordinated tissue
Request this box

BUDGET CUSTOMER GIFT

Customer Thank You · Essential

Estimated from $19.99per box

  • Classy thank-you card with dealer name and contact details
  • Keyring and pen
  • Simple gift box with tissue wrap
  • Optional dealership branding; no Finance Guy logo
Request this box

PREMIUM CUSTOMER GIFT

Customer Thank You · Premium

Estimated from $49.99per box

  • Insulated tumbler and keyring
  • Microfiber vehicle cloth
  • Personal thank-you card with dealer name and contact details
  • Premium presentation box with coordinated tissue
  • Optional dealership branding; no Finance Guy logo
Request this box
DON’T BE BASIC · PHYSICAL DESK ACCESSORY

The Sales
Desk Organizer

Give your desk a place for the everyday essentials: your phone, business cards and pens.

Phone standBusiness-card holderPen cup

The original black 3D-printed holder, with a card pocket on the left, a tilted phone stand in the middle and a pen cup on the right. Separate white Don’t Be Basic lettering attached to the front. Designed for your own workspace or as an optional upgrade to a salesperson welcome box.

$19.99 plus shipping

Fully assembled with the white lettering attached.
Optional personalization: +$10 ($29.99 plus shipping).

Ask about the desk organizer →

Introductory product price. Shipping, any applicable tax, personalization details, phone compatibility and production timing are confirmed by email before payment. Phone, pens and business cards not included. Gift-box upgrade is quoted separately; not included in existing box prices. No payment is taken for this item on the website.

Completed black desk organizer: business-card pocket on the left, tilted phone stand in the middle, pen cup on the right, and individually attached white Don't Be Basic and Ask The Finance Guy lettering

Rendered preview of the assembled print design

POCKET HANDBOOK · COMING SOON

Level Up: The Sales Process

Your next step, right in your pocket. A practical automotive sales handbook designed for quick reference between customer conversations, daily practice and team coaching.

  • Meet, greet and build rapport
  • Discover needs and select the right vehicle
  • Deliver a focused walkaround and test drive
  • Handle trade-in and price conversations
  • Clarify objections and ask for the sale
  • Make a smooth finance handoff and delivery
  • Follow up, earn referrals and build repeat business

Planned pocket handbook. Content, print format, release date and price are being finalized. Gift box promotions apply to gift boxes only.

Ask about Level Up
OBJECTION & PUSHBACK FLASHCARDS · COMING SOON

Don’t Be Basic

Better questions. Stronger customer conversations. A planned two-sided pocket card deck for automotive salespeople and team role-play.

  • Front of every card: Don’t Be Basic with the Ask The Finance Guy logo
  • Back: a customer objection, a clarifying question and a practical response
  • Practice price, payments, trade-ins, timing and comparison shopping
  • Use the responses as conversation starters, tailored to the customer and your dealership’s policies

In development. Final card count, format, price and availability will be announced.

Ask about the flashcards

CARD FRONT

Ask The Finance GuyDon’t Be Basic

CARD BACK · SAMPLE

CUSTOMER: “What’s your best price?”

ASK: “Are you comparing the total out-the-door price, the monthly payment, or another offer?”

RESPOND: “Let’s compare the same vehicle, equipment and fees so you can see the full picture. If you have another written offer, we can review it together.”

Made-to-order enquiries. Contents and prices shown are proposed; sourcing and availability are being confirmed. Request a quote before ordering. Final contents, personalization, minimum quantities, production time, shipping and applicable tax will be confirmed in your quote. No payment is taken for gift boxes on this page.

For a quote, tell us the box option, quantity, dealership name, delivery ZIP code and required date. For welcome boxes, include shirt sizes and any personal messages. Customer thank-you boxes feature your dealership details without Ask The Finance Guy branding.

YOUR FIRST STEP · TWO PRACTICAL PDF RESOURCES

Train the habit.
Practice the conversation.

Give yourself—or your sales team—a clear development plan and a simple way to practice every day.

01 · COACHING MANUAL

A plan for progress

30/60/90-day development, customer conversations, printable progress forms and skill checks.

02 · OBJECTIONS 101

Practice before the showroom

Printable objection flashcards with questions, practice responses and next steps for partner role-play.

Sales Training Starter Bundle

Salesperson Training & Coaching Manual + Automobile Sales Objection Flashcards.

LIMITED LAUNCH ALLOCATION
From $19.99

First 10 completed purchases at $19.99.

Check launch offer on Stripe

One-time purchase. Both PDFs are delivered manually by email after payment. Not an instant download. Confirm the price at checkout.

Launch pricing: first 10 at $19.99, next 10 at $29.99, next 30 at $39.99, then $59.99 standard bundle pricing. Each allocation is limited in Stripe.

Ask about delivery, team use or refund terms before buying.

FOR YOUR SALES TEAM · FREE SAMPLE

Five objections.
Better next questions.

A practical guide to “just looking,” “best price,” “payment too high,” “think about it” and “talk to my partner.” Learn to listen, clarify and agree on a useful next step.

Read the free sample now →

Keep learning with The Finance Guy

Get the sample link by email and join our free list for occasional training tips and product updates.

Free email subscription. Confirm your email to join. Privacy & unsubscribe.

THE NEW ERA FINANCE MANAGER PLAYBOOK

Learn. Practice. Apply.

A practical resource for individual development and dealership team learning.

01

Get the playbook

Complete the $99 one-time purchase through Stripe, where you enter your name and email. The playbook is delivered by email after purchase; delivery is handled manually. For the lower-priced sales training bundle, see the starter offer above.

02

Work through the material

Study the fundamentals, use the exercises and test your understanding with knowledge checks.

03

Bring it to your team

Apply what you learn to customer conversations, sales-to-finance handoffs, documentation and professional habits.

Inside the training

Skills for the showroom.
Habits for the finance office.

Understand the deal

Build your foundation in automotive finance, lender communication and funding.

Lead the conversation

Practice needs analysis, clear product explanations and effective sales-to-finance handoffs.

Build better habits

Bring documentation, organization, ethics and team accountability into daily work.

FOUNDER'S EDITION
For finance managers, sales managers & future leaders

The New Era
Finance Manager

A practical digital playbook for current finance and sales managers, as well as sales professionals preparing to step into F&I. Strengthen your understanding of the deal, improve customer communication and build repeatable professional habits.

Automotive finance fundamentals
Lender communication & funding
Customer needs analysis
F&I product presentation
Documentation & organization
Trust, ethics & communication
Sales-to-finance handoffs
Coaching & team accountability
Real-world scenarios
Field assignments & knowledge checks

Built from 25 years of automotive industry experience.

Lead with knowledge. Work with confidence.

Use it for self-study or as the core of a structured dealership development program.

  • Founder's Edition digital playbook
  • Career development roadmap
  • Practical exercises and field assignments
  • Knowledge checks and reflection journal prompts
  • Completion framework and learning reflection
INTRODUCTORY PRICE
$99

ONE-TIME PURCHASE

FOUNDER'S EDITION

Get the training

Professional education only. This is not a government license, academic degree, manufacturer credential, or industry-wide accreditation.

ENROLL AT THE $99 INTRODUCTORY PRICE

Get The New Era Finance Manager

Continue to secure Stripe checkout to enter your name, email and payment details.

Buy Founder's Edition — $99 introductory price

One-time purchase. Any applicable tax is shown at checkout. Training is delivered manually by email after payment.

SHARE THE NEXT STEP

Refer two. Get yours half price.

Know two people ready to step up to finance? When both complete a full-price $99 purchase of The New Era Finance Manager, you qualify to buy your own copy for $49.50.

  1. Share this training page with two people.
  2. Ask each buyer to email their order reference and your name or referral code to askthefinanceguys@gmail.com after purchase.
  3. Email us to claim your discount. We verify both purchases and arrange your $49.50 purchase manually.
Ask about my referral discount →

Two different new buyers; each must pay $99 before tax. Purchases must be completed, verified, and not refunded or disputed when the reward is approved. One 50% reward per referrer, for a future personal copy only. No self-referrals, cash payout, retroactive refund, or combination with other offers. Referrals must be identified before the reward is claimed. Referral discounts are reviewed and fulfilled manually; no discount is applied automatically at checkout.

FAQ

Before you enroll.

Who is the training for?

Finance managers, sales managers and automotive sales professionals preparing for a management or F&I role. Dealership leaders can also use the material to guide team development.

What am I buying?

The New Era Finance Manager Founder’s Edition digital playbook at the introductory price of $99, paid once. It includes practical exercises, field assignments, real-world scenarios and knowledge checks.

Who created it?

Ask The Finance Guy, drawing on 25 years of experience in automotive retail, sales management and finance.

Is this an accredited certification?

No. This is professional education. It does not provide a government license, academic degree, manufacturer credential or industry-wide accreditation, and it does not guarantee employment or income.

How do I receive the training?

Training delivery is handled manually by email after purchase. Use an email address you can access. If you need help with delivery, send a purchase-support inquiry below.

Contact purchase support →

Can I ask about team use or refunds?

Use the contact form to discuss team access or request the applicable purchase and refund terms before paying.

Coloring with the Finance Guy

Little customers. Big smiles. A 13-page printable coloring and activity book for ages 4–8. Unlimited printing at one dealership location.

$29.99 dealership edition · $59.99 customized edition

Preview and buy the coloring book →

Digital PDF only. No physical books or crayons. Custom PDFs are prepared manually after artwork submission.