
Your Guide to Dealership Success
Empowering your dealership with expert consulting, advanced training, innovative software, and premium automotive solutions for lasting success.
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.
Services
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Wealth Management
Tailored reinsurance strategies to help clients achieve their long-term financial goals.
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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
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)
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
IFS facilitates the pivotal transition from hands-on management to strategic ownership, equipping clients with the expertise to own and operate successful dealerships.
Upcoming Training
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Principles of Finance University - Auto
October 7-8, 2025
Woodlands, TX
$695 per studentDive into the world of finance with our flagship 2-day course.
This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions.
It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.
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Principles of Finance University - Specialty (Florida)
October 22-23, 2025
Florida
$495 per studentDive into the world of finance with our flagship 2-day course.
This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions.
It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.
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Principles of Finance University - Specialty
November 5-6, 2025
Woodlands, TX
$495 per studentDive into the world of finance with our flagship 2-day course.
This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions.
It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.
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Building a High-Performance Culture – Creating Accountability, Motivation, and Teamwork
October 21, 2025, 12:00-2:00pm
Woodlands, TX
FREE TO ATTENDThis 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.
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Effective Lead Management
October 28, 2025, 10:00am-12:00pm
Woodlands, TX
FREE TO ATTENDIn 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.
Testimonials
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