FI showroom red and grey logo
MenuMENU
SearchSEARCH

Bringing Value to Every Interaction

A roadmap for engaging stakeholders in ways that leave them feeling served.

by John Tabar
December 20, 2023
Bringing Value to Every Interaction

 

IMAGE: Pexels/Gustavo Fring

4 min to read


F&I managers interact with all stakeholders in a transaction, and every interaction is a crucial step in the process. The way you approach each could make all the difference Here are some ways you can be sure you are bringing value every step of the way:

Make Time and Show Interest

Ad Loading...

People feel valued when they are acknowledged. Utilize the 10-foot rule in your day-to-day. If someone comes within 10 feet, acknowledge them with a hello or good morning and, if possible, always use their name.

Teach Them a Better Way

Remember, F&I serves the sales department. Most F&I managers do not have any direct reports, but sales managers do. Usually, they have five to 15 salespeople to manage the activities of each day. Try to get involved in training, and help your sales manager. If you want to bring value to every interaction with your sales manager, get involved in training.

Be visible. Get out of your office, and be at the sales desk — be willing to take a turnover, answer any questions a customer may have about financing a purchase, or pick up the slack if a sales manager is out. People value those who inspire them to act — be that kind of leader.

Offer Constructive Feedback

Ad Loading...

Sometimes as F&I managers, we are positioned to offer feedback — both positive and balancing feedback. Nothing can bring value to a person like positive feedback when there is a job well done. On the other hand, when a person is out of balance in their job responsibilities, we can bring value by being candid and offering objective constructive feedback on what we have observed and what our experience tells us needs to be done to get them back on track.

You can bring value to those around you by being a consistent version of yourself. If you are consistent in how you interact with others, in how you interact with customers, in your attitude, and in the results you attain, people will think of you as dependable.

Remember Your Manners

Be polite — it brings value to every interaction. Remember to say please and thank you, and be civil in any disagreements with others.

Nothing brings value to the organization and to those you work with like doing a quality job.

Ad Loading...

The data is consistent: Customers see value in being known and understood. Take the time to learn as much as you can about the customer before speaking with them. Utilize smart discovery strategies to understand the customer well enough to relate the benefits of the product offered to their life based on what you have learned.

Customers tell us they want us to value their time. We can bring value to every customer interaction by constantly looking for ways to improve processes and gain efficiencies in F&I. Time kills deals and value. Be sure to set clear expectations on time, and then exceed them.

Give Your Full Attention

When face-to-face with a customer, be present. Nothing makes a customer feel less valued than not giving them your full attention when they are in your office. Talk to the customer, or load the deal -- don’t try to do both at the same time.

Listening to Understand

Ad Loading...

It could be argued that listening brings more value to an interaction than any other thing we could do. Sometimes we are listening to what is in our head in preparation to respond while the customer is still talking. Listening to understand versus listening to reply is a great way to bring value to an interaction.

Be Worthy of Trust By Being Consultative

To be trusted, you must be trustworthy. Being consultative versus transactional in F&I is different than how we have approached F&I in the past. I am convinced it is the future of F&I, brings the most value to the customer, and delivers the best results.

Present Authenticity First, Products Second

Lastly, you can bring value to every interaction with customers by being the best version of you. If you are genuinely interested in what’s best for a customer, invite them into the process, then guide them through it. If you do, they will feel that they matter to you. If you fake it, they will also know that.

Ad Loading...

Focusing on bringing value in all interactions will improve your performance at work and in life.

[EMPTY CREDIT]

Subscribe to Our Newsletter

More F&I

Laptop computer on a desk with a notepad and pen next to it and a whiteboard in the background
Digital•by Rick McCormick•October 15, 2026

AI: Facilitator, Not Fixer, in F&I

The dealerships that thrive in the years ahead will be those that embrace technology while continuing to invest in the people who make customer interactions count.

Read More →
Headshot mockup thumbnail.
F&I•October 1, 2026

Modern Technology Objection Handling

In this video, Trent White shares how to confidently handle technology-based objections by helping customers understand the value of protection, even with modern vehicle technology.

Read More →
man standing in front of podium
F&I•by Lauren Lawrence•October 1, 2026

Consistency at Scale: Driving F&I Performance

With 75 rooftops across the Sunshine State, Morgan Auto Group has proven to Floridians that it knows a thing or two about driving performance in a competitive market. But it didn’t start at the top.

Read More →
Ad Loading...
Insurance contract signature page with black inkpen on top
F&I•by Hannah Mitchell•September 22, 2026

Gitty Up on GAP

The foundational finance-and-insurance product hasn’t kept up with the latest conditions for auto dealers. Is the time ripe?

Read More →
Easycare White paper cover See how AI-powered coaching can turn F&I customer conversations into actionable insights that support compliance, performance and profitability
Sponsored•September 8, 2026

How AI-Powered Coaching Is Transforming F&I Performance

See how AI-powered coaching can turn F&I customer conversations into actionable insights that support compliance, performance and profitability

Read More →
Assurant, Sell Value Build Trust, F&I Series, Expert Trainer Trent White
F&I•September 2, 2026

Sell Value, Build Trust

In this video, Trent White explains why selling on value, not fear, builds lasting customer trust, reduces cancellations, and drives long-term success.

Read More →
Ad Loading...
2026 StoneEagle summary
F&I•by Hannah Mitchell•August 31, 2026

F&I Sales Give Dealers First-Half Lift

Product business shored up total profits to avoid an overall revenue tanking as product penetrations held steady, StoneEagle reported.

Read More →
man with white hair and glasses delivering a speech standing next to a podium
F&I•by Lauren Lawrence•August 31, 2026

Targeted Training Drives Results

Today’s technology, instead of threatening F&I managers, can actually make them better, according to an industry veteran who’s watched market setbacks roil the unprepared.

Read More →
Man's hand holding pen over a paper document
F&I•by Justin B. Gasman•August 20, 2026

Double the Change, Double the Chance

When an F&I manager gets a customer refusal, it’s a wise move to tweak more than one thing in the product offering.

Read More →
Ad Loading...
Laptop computer, tablet, calculator and notebook on a desk
F&I•by John Tabar•August 20, 2026

Just Do It

F&I managers need training, but instead of resisting application or expecting perfection, they should improve by simply acting on what they learn.

Read More →