EFG Companies

F&I Talk Outside the Box

Business EN ↓ 48 episodes

F&I Talk Outside the Box with EFG Companies features EFG training managers along with guest speakers from across the automotive retail industry. Each month, our industry experts tackle the biggest challenges and questions facing F&I managers today. If you have a question for us to address on the podcast, please email us at trainingservices@efgusa.com

Author

EFG Companies

Category

Business

Podcast website

efgcompanies.com

Latest episode

Jul 9, 2026

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Episodes

Clearing Up The Confusion About Compliance 09.07.2026

F&I Talk Outside the Box  Anthony Oliveri, Director, Training Services, EFG Companies Shannon Robertson, Executive Vice President, Association of Finance and Insurance Professionals The FTC's recent action to issue warning letters to 97 dealerships across the US has brought compliance back into the spotlight. During this podcast, Anthony and Shannon provide prospective on the issue: What...

Powersports Predictions for 2025: Three Tips to Make More 29.01.2025

F&I Talk Outside The Box Podcast Victor DiBlasi, Director, Platform Development Adam Ouart, Sr. Vice President, Agency Services and Powersports Join Victor and Adam as they discuss their predictions for the 2025 powersports market, plus three tips to Make More.

Automotive Lending Predictions for 2025 - Lots of Upside to Make More 28.01.2025

F&I Talk Outside The Box Podcast Victor DiBlasi, Director, Platform Development Brien Joyce, Executive Vice President, Specialty Services Join Victor DiBlasi and Brien Joyce discuss their predictions for 2025 in the auto lending market. For credit unions, there is a tremendous amount of upside, supported by dealer inventory, improving consumer economics and opportunities to generate MORE reven...

Predictions for 2025 + Opportunities to Make More 22.01.2025

F&I Talk Outside the Box Podcast Victor DiBlasi, Director, Platform Development, EFG Companies Eric Fifield, Chief Revenue Officer, EFG Companies Join Victor DiBlasi and Eric Fifield as they discuss their predictions for the 2025 retail automotive market. One this in clear - it's a buyer's market now. Fortunately, dealers have some guaranteed methods to help them reach MORE customers...

The Importance of Your Dealership's Digital Presence 06.08.2024

In this episode, EFG Training Manager, Anthony Olivieri, discusses the best practices of managing your digital presence with EFG Senior Manager of Corporate Culture and External Communications, Ellen McGee. Learn more about EFG Training Services: https://www.efgcompanies.com/services/training-services/ Contact Us: trainingservices@efgusa.com

Today's Compliance Environment 12.07.2024

Listen to a powerhouse podcast on the top trends in compliance, tackling everything from the CARS Rule to cyber security. Today's speakers are: Shannon Robertson, Executive Director, AFIP Glenice Wilder, Vice President, Training & Inside Sales, EFG Anthony Olivieri and Charles Horsley, EFG Training Managers Learn more about EFG's Training Services: https://www.efgcompanies.com/servic...

Revving Up Profits in 2024 with F&I Training 13.05.2024

In our latest episode of F&I Talk Outside the Box, EFG VP of Training and Inside Sales, Glenice Wilder and EFG Training Manager, Anthony Olivieri discuss the importance of F&I training as profit margins continue to shrink in today's automotive market. Learn more about EFG's training services: https://www.efgcompanies.com/services/training-services/ Contact the F&I Talk Outsid...

Gear Up for 2024 with F&I Talk Outside the Box 15.03.2024

Listen to EFG's Vice President of Training and Inside Sales, Glenice Wilder, discuss the changes implemented to EFG's F&I class and the upcoming 2024 F&I Talk Outside the Box lineup with EFG Training Managers, Anthony Olivieri and Charles Horsley. Learn more about EFG Training: https://www.efgcompanies.com/services/training-services/

Negotiation in 2023 09.11.2023

Listen in at EFG's Vice President of Training & Inside Sales, Glenice Wilder, and EFG Training Manager, Anthony Olivieri, tackle the lost art of negotiation. In this episode, they unpack  what has happened to the practice sine the pandemic; what dealers can do now to hone their negotiation skills; and, best practices going forward. Learn more about EFG training services: https://www.efgco...

Tackling The Negative Equity Discussion 03.10.2023

In today's podcast, EFG Trainers, Dave Gibbs and Anthony Olivieri are joined by EFG's Regional VP of Agency Services, Ryan Musgrove, to discuss best practices in tackling one of the most pressing challenges to today's car buyers - negative equity. Learn how to ensure a good deal for your customers and your dealership through a consultative selling approach.  Learn more about EFG Tra...

Sellers vs. Order Takers 31.08.2023

Listen in as EFG's Vice President of Training and Inside Sales, Glenice Wilder, discusses the current sales-team mindset facing dealers today, how we got here, and what dealers need to do going forward to turn their order takers back into sellers. Joining Glenice in this discussion is EFG's Executive Vice President or Dealer Services at EFG, Scott Kaskocsak, and the company's Senior...

Do You Know Where Your PII Is? 03.05.2023

Is your dealership ready to be in compliance with the updated Safeguards rule?  EFG's Senior Manager of Infrastructure and Security, Randy Standish, breaks down the three basic categories of data security that all dealers should know.  1. Where does your personal identifiable information (PII) rest/reside?  2. How do you protect the transfer of information? 3. How do you keep PII secure while...

Compliance Training in 2023 30.03.2023

In this special podcast episode, EFG's Chief Revenue Officer, Eric Fifield hosts a conversation with two General Managers from the Moritz Auto Group, Jim Hardick and Matt Ducote. These three industry veterans discuss Jim and Matt's decision to invest in compliance training in 2023, answering the questions "why now?" and "what results are they looking to achieve?" You...

The EV Road Ahead 06.03.2023

Is your dealership ready for electric vehicles? EFG's Senior Product Manager and resident electrical engineer, Nilesh Pate discusses three things dealers need to ask today to equip their dealerships with the necessary charging stations for an EV future. Have questions for us to answer on the podcast? Email us here:  trainingservices@efgusa.com  

Peak Powersports Profitability - Simplify the Claims Process 01.02.2023

Original Air Date: March 16, 2022 Listen to EFG’s Vice President of Powersports, Glenice Wilder and EFG’s Senior Powersports Claims Adjuster, Dave Strebeck discuss the benefits of training all dealership departments to work together.  Finish the podcast with actionable steps you can take today to drive efficiency and cultivate better customer service throughout the sales and ownership lifecycle.

Peak Powersports Profitability - New Powersports Normal 01.02.2023

Original Air Date: May 26, 2022 EFG Vice President of Powersports, Glenice Wilder, hosts Joe Garcia, the General Manager of Vicars Powersports to talk all things powersports, including the impact of the pandemic and the future of the powersports retail dealer.    Learn more about how EFG helps powersports dealers generate lasting success here: https://www.efgcompanies.com/who-we-serve/for-powerspo...

Peak Powersports Profitability - Cash Customer Conversions 01.02.2023

Original Air Date: Sept 1, 2022 How do you handle cash customers?  Does your team:  work to sell protection products to these customers;  flip them to financing; or  just process the cash deal and move on? In our latest Peak Powersports Profitability Podcast, EFG's Glenice Wilder and Shane Hildy tackle cash customer best practices for your dealership to implement today.   Learn more about EFG...

What's up with the FTC? 07.10.2022

Listen in as EFG's Vice President of Training and Recruiting, Kim Kotz Carroll and the Executive Vice President of the Association of Finance and Insurance Professionals, Shannon Robertson discuss the proposed rule changes from the FTC and what dealers need to do now to stay compliant. Stay up-to-date on FTC happenings: https://efgintelligence.com/2022-ftc-proposals/ Have questions for us to...

Mid-Year Compliance Update 07.07.2022

We're halfway through 2022 and regulators are not letting up on the automotive lending and retail auto spaces. Hear from the Executive Director of the Association of Finance and Insurance Professionals, Shannon Robertson on what's going on in the world of compliance today.  In today's episode, Shannon will outline some of the new proposals from the FTC. You can learn more about thes...

Talking with EFG's Newest Training Manager 14.04.2022

Meet Mark Gregg, the newest addition to EFG Training Services! Mark brings a wealth of auto and powersports dealer management and training acumen to F&I Talk Outside the Box. Listen to Mark and Dave discuss the current state of the automotive and powersports industries, and how EFG is supporting clients in this transitory time.

Introducing Peak Powersports Profitability 10.02.2022

Listen to EFG's Vice President of Powersports, Glenice Wilder and EFG's Training Manager, Dave Gibbs discuss EFG's newest podcast, Peak Powersports Profitability. Finish the podcast better informed about the powersports market and the current challenges EFG is helping clients overcome. Be on the lookout for the first Peak Powersports Profitability podcast to drop in March.

2022 Compliance Update 05.01.2022

Start the year on the right foot for compliance. Listen to EFG Training Manager, Dave Gibbs discuss current regulatory and compliance trends with the Executive Director of the Association of Finance and Insurance Professionals (AFIP), Shannon Robertson. Want to get your team AFIP certified? Contact EFG today to find out how: https://www.efgcompanies.com/services/training-services/course-registrati...

The Economy and the Auto Industry 16.11.2021

In the latest episode of F&I Talk Outside the Box, EFG's CEO, John Pappanastos joins EFG Training Manager, Dave Gibbs to talk about current economic trends and how they relate to the retail automotive industry.

Talking with a Top Performer - Amy Matheny 21.10.2021

Listen to EFG's training managers discuss how one F&I Top Performer, Amy Matheny with Ron Marhofer Auto Group, increased her production by 39% after taking EFG's F&I Producer Class. In EFG's F&I Talk Outside the Box Podcast, you'll learn how Amy continually challenges herself to raise the bar on her production and customer service. Have questions you'd like ans...

Behind the Scenes of Claims Administration 24.09.2021

Listen to EFG Training Manager, Jason Hash, discuss all the ins and outs of claims administration with EFG's Vice President of Operations, Jay Hartmann. Learn how to  use this  information to better tailor the benefits of F&I products to your consumers and increase product penetration.

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