Merchant Sales Podcast
Merchant Sales Podcast
A collaboration between The Green Sheet and CCSalesPro.com, this weekly podcast provides insights for ISOs and Agents who want to build their merchant portfolio. Learn how to sell merchant services and listen to interviews with industry experts.
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Merchant Sales Podcast
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Último episodio
25 de sep. de 2026
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Episodios
Is Payments Eating Software? 11.04.2025 53:51
We often hear that software is eating payments—but what if it’s the other way around? This week, James Shepherd sits down with Dustin Magaziner of PayBright to explore how payments companies and ISOs are uniquely positioned to form strategic partnerships with software providers. They dive into a recent deal and share predictions for where the industry is headed. Then, Rich Norton delivers another...
What Compliant Surcharging Really Looks Like 03.04.2025 41:46
Surcharging remains a hot topic in payments, but what does a compliant program actually look like in the field? This week, James Shepherd speaks with frontline expert, Alexander Alvarez, who’s actively setting up compliant surcharge programs for merchants. Get a behind-the-scenes look at what’s working, what’s not, and how agents can navigate the compliance landscape. Then, enjoy some timely sales...
Click to Agree Merchant Apps 27.03.2025 30:52
In this week's episode, James interviews Josh Elkes, CEO at Harbour, an innovative eSign and ClickWrap provider that is already an approved vendor with Esquire bank, providing ISOs with streamlined contract management and approval. Stick around for sales tips from Rich Norton.
Cracking the Auto Dealer Code in Payments 21.03.2025 26:10
Auto dealers are leaning into dual pricing, surcharging, and other differential pricing strategies—and payments companies are taking notice. In this week’s episode, James Shepherd interviews Ben Ross of Green Payments to talk about how this high-volume, high-margin vertical is embracing innovative pricing models. Learn how Green Payments’ proprietary Dealer Genie software is built to serve this ni...
AI and the Future of Payments 07.03.2025 26:47
How will AI reshape the payments industry? This week, James Shepherd explores the role of artificial intelligence in payments, featuring a groundbreaking conversation—including the first-ever AI agent interview on the podcast! He sits down with Vlad Sadovskiy, CEO of Netevia, to discuss AI's impact on ISOs, ISVs, and merchants. Then, Patti Murphy breaks down the latest on the Credit Card Competiti...
Winning the Spa Industry: Payments & Software for Spa/Wellness Businesses | Live Event Recap 07.03.2025 33:55
Join me in this live event recap with Jonathan Shirey, CEO of Full Stack Payments, and Kirk Fourniadis, General Manager of SimpleSpa as we break down how sales agents can tap into the growing spa industry with the right software and payment solutions. What you’ll learn: • How to identify high-revenue spas and salons in need of better payments • How SimpleSpa helps streamline operations and increas...
Breaking into the Gym Industry with Payments & Software | Live Event Replay 28.02.2025 37:32
The fitness industry is growing, and with it comes new opportunities for sales agents and gym owners alike. If you missed our live event, you can now watch the replay and discover how Full Stack Payments and GymDesk are transforming gym management with seamless payment solutions. In this session, we covered: • Why fitness is one of the best industries for building long-term, high-value residuals •...
ISVs and Payments – Risk or Opportunity? 21.02.2025 31:56
Independent Software Vendors (ISVs) are reshaping the payments landscape, but do they pose a threat or a massive opportunity? This week, James Shepherd sits down with Caleb Avery, CEO of Tilled, to discuss the evolving role of ISVs in payments, the challenges they face, and how to capitalize on the opportunities they present. Then, Patti Murphy breaks down the latest developments in interchange co...
Simplifying Payments – Trends and Future Outlook 14.02.2025 44:00
Why is payment processing so complex, and will it ever get simpler? This week, James Shepherd interviews UK-based payments expert Simon Kemp to explore the challenges and future of payment simplification. They discuss industry trends, the impact of verticalization, and whether complexity is here to stay. Then, Patti Murphy dives into Elon Musk’s latest venture—X Money. Could it disrupt the payment...
Building Residuals with Medical Payments & Software | Live Event Recap 07.02.2025 58:44
Tune in to this recap of our webinar to learn how to build massive residuals in the Healthcare Payments industry. I am joined by Jon Shirey (CEO, Full Stack Payments), Mark Dunn (Owner, Field Guide & Co-owner, TSI), and Brian Wasserman (President & CEO, TSI) to discuss their new partnership and share strategies for targeting medical merchants, scheduling demos, and adding large accounts to your re...
Unpacking Interchange: Hidden Costs and Pricing Strategies 31.01.2025 30:45
In this episode, James Shepherd sits down with payments expert Kyle Morgan to break down the complexities of interchange and uncover the latest pricing tactics used to increase margins. From hidden fees to interchange padding and optimization, this discussion sheds light on how processing costs are structured and what ISOs and agents need to know. Whether you’re new to interchange or looking for a...
Selling Gun Shop POS / Payments | Live Event Recap 24.01.2025 42:43
In this live event, we hosted special guests Jury Balta, CEO of Defender POS, the leading provider of Gun Shop POS Solutions, and Jon Shirey, CEO of Full Stack Payments. We dove into the unique challenges facing gun shops, including compliance with laws, the high-risk payment processing designation, omni-channel solutions, and more. During the event, Jon shared how viewers could download the Full...
Leadership Lessons from the Frontlines of Merchant Sales 17.01.2025 35:24
In this episode, James Shepherd interviews Robert Finnila, who shares his journey from starting strong in payment processing sales to recruiting and managing a team. Gain practical insights from someone who’s been on the front lines and transitioned into leadership in the merchant services industry. Stay tuned for Rich Norton’s sales tips and Patti Murphy’s update on fraud concerns in the P2P paym...
Winning ISV and eCommerce Deals in Payments 10.01.2025 39:42
James Shepherd interviews Ben Griefer, COO of Maverick, to explore how ISOs can collaborate with upstream partners to secure ISV and eCommerce platform deals. Whether you’re a tech company or an ISO, learn strategies to succeed in the integrated payments space. Stay tuned for Rich Norton’s sales tips and Patti Murphy’s insights on holiday spending and its impact on margins and residuals.
Innovating Acquiring: Insights and Industry Trends 03.01.2025 41:52
In this episode, James Shepherd interviews AW, co-founder of Silverflow and a former Adyen leader, to discuss innovations reshaping the acquiring space and lessons from the success of companies like Square and Stripe. Gain valuable industry insights into payment trends and challenges. Stick around for Rich Norton's actionable sales tips and Patti Murphy's analysis of Visa's response to monopoly cl...
Building Referral Networks to Drive Merchant Sales 27.12.2024 53:57
In this week's episode, James Shepherd interviews Dylan Gaines, who has sold thousands of merchant accounts through bank referral relationships. Discover how to find and activate the right referral partners and maximize these opportunities. Stick around for Rich Norton's sales tips and Patti Murphy's update on Visa's latest instant payment solutions and their impact on the industry.
Mastering Merchant Sales: Lessons from the Field 20.12.2024 48:35
Join James Shepherd in this week's featured interview with seasoned agent, Reed Corless, who has mastered the art of building a thriving merchant portfolio through cold calling and field sales. Discover what it takes to succeed in today's market and gain valuable insights into what top agents seek in an upstream partner. Stick around for Rich Norton's sales tips and Patti Murphy's take on Google's...
The Future of Integrated Payments | Live Event Recap 13.12.2024 1:00:25
Yesterday, we hosted the biggest live event of my career, and I’m thrilled to share the highlights! We tackled the unique challenges facing merchant sales agents and software companies, introducing a groundbreaking business model to bridge the gap between these worlds. During the event, I unveiled Full Stack Payments, introduced the CCStorage reseller program, and had the privilege of interviewing...
The Payment Princess and Interchange Regulation 06.12.2024 48:24
In today's episode, we start off by interviewing Jennifer May, the "Payment Princess" and discuss how she has built a personal portfolio of 3,500+ merchant accounts and is still growing. Then Patti Murphy joins us to discuss the most recent attempts to regulate interchange and the hearings on the hill that brought senators from both sides of the isle together, in opposition to the current intercha...
Getting CBD Merchants Approved and Processing on Clover 29.11.2024 33:07
Discover how PayBright is supporting agents that want to board CBD merchants in this week's featured interview with Dustin Magaziner. And stick around for sales tips from Rich Norton, and Patti's reporting on just how merry the holiday shopping season is expected to be.
Selling Pharmacies on Payments and POS (Live Event Recap) 22.11.2024 46:04
Many successful agents are competing in their market, one vertical at a time. The pharmacy vertical has been largely untouched by the ISO world for decades, because of a lack of integration partnerships. During this event, I interviewed Ben Ross of Green Payments to discuss how they are selling into this vertical with success and building a profitable / valuable portfolio. I still believe the long...
The Ins and Outs of Owning a BIN 15.11.2024 37:50
Are you an ISO and thinking about getting your own BIN (bank identification number)? Then this interview with Elaina Smith of Secure Bancard is a must. It's chock full of information about managing BINs and details Secure Bancard's new BIN-in-a-box program, which allows an ISO to lay claim to a BIN on Secure Bancard's multi-BIN platform. Then stick around for sales tips from Rich Norton. Plus Patt...
Value of Branding & Go-To-Market Strategies 08.11.2024 51:36
Discover how Dejavoo works with ISOs and ISVs to private label technology and service so they can offer merchants a processor agnostic one-stop shop in this week's conversation with Mony Zenou, Founder and CEO of Dejavoo. Mony also announces a special program for replacing merchants' outdated Linux devices with Dejavoo's Android P line at steep discounts. Check it out at ccsalespro.com/dejavoo. Al...
Fast Tracking a B2B Merchant Portfolio 01.11.2024 42:55
In this week's featured interview, discover how Len Kats built an impressive portfolio of B2B merchant accounts in just three years! Stay tuned for valuable sales tips from the field with Rich Norton. Plus, catch Patti's latest update on an Illinois law that would exempt sales tax and tips from interchange assessments, along with a look at other states considering similar legislation.
How Software Companies are Learning to Sell Payments 25.10.2024 46:30
"It's not a slam dunk," as Ali Mast, Founder of Parachute Advisory, explains in this week's featured interview. It's more a matter helping them put together "puzzle pieces" in ways that foster alignments of the right models and partnerships. Then stick around for fresh sales tips from Rich Norton, and Patti's reporting on payments orchestration in the ecommerce ecosystem.
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