Your Guide to Dealership Success

Empowering your dealership with expert consulting, advanced training, innovative software, and premium automotive solutions for lasting success.

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Who We Are

At Innovation Financial Services, we are committed to driving dealership success through unparalleled excellence and strategic partnerships. We collaborate with top service providers to offer cutting-edge solutions in wealth management, training, F&I software, and more. Our dedication to innovation and quality ensures that we meet and exceed the needs of our clients, helping them thrive in a competitive market.

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Services

  • wealth management

    Wealth Management

    Tailored reinsurance strategies to help clients achieve their long-term financial goals.

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  • Innovative Programs

    Innovative Programs

    Discover our comprehensive coverage plans and solutions, offering superior products, innovative technology, and streamlined implementation processes tailored to your needs.

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  • Principles of Training

    Principles of Training

    Our suite of training programs is meticulously designed to cater to various learning needs, ensuring that your team is well-equipped to excel in today's competitive market.

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  • Master Dealer Agency (MDA)

    Master Dealer Agency (MDA)

    Elevate your dealership's profitability with our Master Dealer Agency (MDA) program, designed to create an additional revenue stream tailored to your business needs.

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  • Road to Ownership

    Road to Ownership

    IFS facilitates the pivotal transition from hands-on management to strategic ownership, equipping clients with the expertise to own and operate successful dealerships.

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Upcoming Training

  • Level Up: Building a High-Performance Culture – Creating Accountability, Motivation, and Teamwork

    December 15, 2025, 12:00-2:00pm
    Woodlands, TX
    Complimentary

    This training equips dealership leaders and managers with the tools to build and sustain a culture that drives results. A high-performance culture doesn’t happen by chance—it’s built through clear expectations, consistent accountability, and a team environment where motivation thrives.

    Participants will learn how to:

    Define and communicate a compelling vision that aligns the entire dealership.

    Establish accountability systems that encourage ownership and responsibility at every level.

    Motivate individuals and teams through recognition, coaching, and goal setting.

    Foster collaboration across departments (Sales, F&I, Service, BDC) to eliminate silos and improve efficiency.

    Create a positive workplace culture that reduces turnover and increases engagement.

    Register

  • Level Up: Effective Lead Management

    December 17, 2025, 10:00am-12:00pm
    Woodlands, TX
    Complimentary

    In today’s competitive market, effective lead management is the difference between missed opportunities and consistent sales growth. This training empowers sales professionals to maximize every lead—whether from the internet, phone, walk-in, or referral—and turn them into lasting customer relationships.

    Participants will learn how to:

    Respond to leads quickly and professionally to increase appointment conversion.

    Use the CRM effectively to track, organize, and follow up with prospects.

    Apply proven 30-60-90 day follow-up processes to keep leads engaged.

    Ask the right questions to uncover customer needs and buying motivations.

    Transition leads smoothly from digital/phone interactions to in-store appointments.

    Maintain persistence without being pushy, building trust and credibility.

    Register

  • Level Up: The Walk-Around Advantage

    December 23, 2025, 10:00am-12:00pm
    Woodlands, TX
    Complimentary

    A powerful first impression starts on the lot. In this hands-on session, we’ll break down the art of the perfect vehicle walk-around — how to engage the customer, highlight features that matter most, and connect every presentation to emotion and value.

    From body language to storytelling, participants will learn proven techniques to build trust and excitement while increasing the likelihood of closing the sale.

    Whether you’re new to the floor or a seasoned pro, mastering your walk-around can make all the difference in turning interest into ownership.

    Register

  • AFIP Bootcamp

    January 20-21, 2026
    Woodlands, TX
    $795 per student

    Elevate your ethical standards with our intensive 2- day AFIP Certification Bootcamp.

    This course focuses on ethical F&I practices, equipping participants with the skills to navigate the complexities of finance and insurance with integrity.

    AFIP Certification is the MBA of the F&I profession! 

    Register

Testimonials

  • George A. DeMontrond III, Dealer Principle, DeMontrond Automotive Group

    “World-class service! Prompt and thorough, everyone at IFS goes above and beyond to deliver each and every time. They also offer best-in-class products that are skillfully tailored to our store and customer needs.”

  • Benjamin Saxton - GSM, SouthFork CDJR

    “Steve and his team just get it! They understand finding additional income as well as solutions for our industries challenges.”

  • Melissa DeMontrond - President, Demontrond Motor Corporation

    “Outstanding people who truly deliver what they promise! Their training; attention to serving our vision, team members, and guests; and commitment to success have made an incredibly positive impact I our stores. Th IFS team brings a wealth of knowledge in all aspects of the industry, and they leverage their combined experience to provide unparalleled service and support. These folks are the real deal!”

  • Sadrac Godinez - F&I DeMontrond Buick/GMC

    “Hands down one of the best, reliable and knowledgeable group of guys withetreme expertise in the field on how to increase profits for you ad your company. Highly recommended!!”

  • Phil Pasternak - F&I Director, Terry Vaughn RV

    “Thes folks are fantastic! IFS provides incredble customer service with access to the finest products in the Automotive/Recreational Vehicle space. Thank you to the entire team for your constant support.”

  • Mario Torres - F&I Manager, Mazda of Clear Lake

    “Awesome agency! They really care about the dealership, customers, and associate. I highly recommend them!”

  • Henry Pimentel - Operating Partner, SouthFork CDJR

    “Hands down one of the best services that I can recommend! They truthfully care about others’ success and make big financial improvement.”

  • George DeMontrond, IV - President, DeMontrond Ford

    “Steve and his team are incredibly attentive and results driven. They provide engaging training, impeccable communication, informative reporting, and solid products that have supported significant progress and growth. As agroup with multiple rooftops, it’s helpful to have Steve and his team training our employees todelver a consistent process across the organization. What can I say – they always deliver!”

  • Dave Perriton - Regional Vice President, Roadvantage

    “Phenomenal agency! They truly care about their dealers and customers, and help maximize their potential with top lass products and in-dealership training. Highly recommend.”

  • Frank Carranza - F&I Director, Texas City RV

    “Highly recommend IFS, they have incredible products ad Steve Whitlock provides some of the best customer service n the business. Greatly enjoy the constant communication given and the continued support and product training provided by IFS and Steve Whitlock.”

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