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Be Honest: When Was the Last Time You Roleplayed Your Presentation?

Writer's picture: Michael Dean AufmuthMichael Dean Aufmuth

Role-playing a menu presentation builds confidence and helps to streamline a menu presentation
Michael Aufmuth and Julio Mendoza | Practicing a menu presentation

Let’s be honest, how many of us take the time to roleplay our presentations regularly? As finance managers, we know the importance of preparation, yet this crucial practice often falls by the wayside because of our busy schedules. Let’s talk about why roleplaying is vital and how it can elevate your performance in the F&I office.


Why Roleplaying Matters

Roleplaying your presentation is more than just a practice run—it’s a way to hone your skills, anticipate objections, and refine your delivery. Menu presentation is an art form, and roleplaying only makes that better. Here’s why it’s so important:


1. Builds Confidence: Regular roleplaying helps you become more familiar with your material, making you more confident in front of customers.


2. Identifies Weak Spots:  It’s a safe space to make and learn from mistakes, allowing you to pinpoint areas that need improvement.


3. Improves Communication: Practicing your pitch helps you find the most effective ways to convey your message clearly and persuasively.


4. Prepares for Objections: Anticipating and practicing responses to common objections ensures you’re never caught off guard.


Getting Started with Roleplaying


If you’re not already incorporating roleplaying into your routine, it’s time to start. Here’s how:


1. Schedule Regular Sessions: Set aside dedicated weekly time for roleplaying. Consistency is key to improvement.


2. Use Real Scenarios: Base your roleplays on actual situations you’ve encountered or might encounter. This makes the practice more relevant and practical.


3. Get Feedback: Ask a colleague or mentor for constructive feedback. Their insights can help you see things from a different perspective.


4. Record Yourself: Recording your sessions can be a valuable tool for self-assessment. Watching the playback can reveal habits and areas for improvement you might not notice in the moment.


Take Advantage of Elite FI Partners Learning Lab


For those looking to take their roleplaying to the next level, consider using the EliteFI Partners Learning Lab. This resource allows you to roleplay with one of our team members. It includes tools to track your progress, record your menu presentations, and show your growth over time. You’ll be able to see a baseline of your skills and measure your improvement as you continue to practice.


Challenge Yourself


If it’s been a while since you last role-played your presentation, challenge yourself to start today. Make it a part of your routine, and watch your confidence and effectiveness grow. Remember, the goal is not perfection but continuous improvement.


Roleplaying might seem tedious or unnecessary, but it’s an invaluable practice for any finance manager. You’ll build confidence, improve your communication skills, and be better prepared for customer interaction by dedicating time to roleplay your presentations regularly. So, be honest with yourself, when was the last time you roleplayed your presentation? If it’s been a while, there’s no better time to start than now.

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