Merchant Sales Podcast

Your ISO should offer BNPL. "At the end of the day, it's all about stickiness," says Derek Barclay, CEO at Enable Inc., which offers ISOs a white-label approach to financing consumer purchases. Plus, another installment of sales tips from Rich Norton, and Patti's reporting on how consumers are embracing tap to pay.

"Building a great, profitable agent relationship is a lot like building a great friendship," explains Chris Del Grande, Co-Founder & President of Valued Merchant Services, in this week's featured interview. Then James discusses the value of finding and teaming up with the right business partners, and Patti reports on a Supreme Court ruling that deals a blow to the Fed over its debit interchange ca...

Learn how to offer Dual Pricing, Compliant Surcharging, Invoicing (email / text), subscriptions and so much more to card not present merchant types. In this event, James is joined by CTO and co-founder Jeff Rooney of Fluid Pay to discuss how to provide the right solutions to these merchants and how to do it in a way that is fully white labelled to promote your ISO brand.

"It's a new twist on a winning model that works especially well for restaurants," explains Alejandro Swaby, Director of Sales at Cervion. Plus, Patti reports on the ongoing legal fracas involving the card brands and merchants.

Learn strategies for successfully raising capital to grow your ISO from a panel of experts in this week's featured interview. Plus Patti reports on predictions for travel spending.

It's a new twist on an old strategy: merchants earning reward points for card payments processed. "We're seeing merchants who are wiling to sign long-term contracts," because of this type program, Jeff Moskowitz, Co-Founder of Tuzo Rewards explains in this week's featured interview. And stick around for more sales tips from Rich Norton and Patti's reporting on what's up with the Fed's planned debi...

That's what Dee Karawadra is hoping is the case for the CRM he's building at ImpactTechLab - a CRM ISOs can use to streamline operations, he explains. Plus get sales tips from merchant sales guru Rich Norton. And stick around for Patti's reporting on state initiatives to rein in interchange.

This week James & Patti interview industry attorneys James Huber and Matt Luciani on the proposed $30 billion legal settlement Visa and Mastercard just inked with retailers to make a longstanding lawsuit go away. Then James interviews uber-salesman Rich Norton on mastering the one-call close, and Patti reports on research into consumer and business payments preferences.

In this new age of integrated payments, point of sale systems, and ISVs, sales professionals are losing their edge. The key to growth is still closing business. In this episode, James shares 10 key characteristics of closers and breaks down the closers mindset. Optimize your own sales performance, or the performance of your sales team.

The Merchant Lifecycle - Future-Proofing Your Portfolio by Merchant Sales Podcast

Join James Shepherd, Ben Ross of Green Payments and Jeffrey Sanders Of Union POS to discuss the high volume venue opportunity. These include bars, food service, event venues and many others. During this event we will be sharing the keys to prospecting and selling these large venues and rolling out a free video training program James created in partnership with Green Payments and Union.

"Everyone is looking at monetizing payments," says Brian Abernethy of Utopaya. But you have to understand the tradeoffs. Plus James talks about prospecting ISVs and Patti has an update on the Fed's plan for capping debit interchange.

Selling point of sale systems has become a crucial component of a growing payments portfolio. But there are challenges! How do you know which system to offer? How do you demo complex systems and close deals? What does the installation process look like? For this event, I will be joined by Ben Ross of Green Payments to discuss these an other challenges related to selling point of sale systems in 20...

"It's not for everybody," explains Vigyan Kaushik, CEO at Quantic, a cloud-based POS solution firm. "Mostly it's for organizations that are looking to create brand awareness and sell something they own." Also this week, James offers some ground rules for focusing on growing a team and taking your company to the next level.

"In a lot of cases we're simpler and more efficient," says Ryan Rose of gift card company Factor4 in this week's featured interview. Plus, James continues his multi-part interview on selling merchant services with uber salesman Rich Norton, and Patti has an update on the a merchant lawsuit challenging interchange.

Recasting Merchant Services with Embedded Payments by Merchant Sales Podcast

Get the inside scoop on Fluid Pay's cloud-based gateway. "We are API first," said Nick Cucci, Co-Founder and COO. Also, Fluid Pay will always remain behind the scenes, he adds, as the company has no interest in poaching clients. Then stick around for a conversation between James and Rich Norton concerning opportunities for newbies in merchant services. "This can a big as you want it to be," says R...

"Timing is everything," says Blake Wilson of Phase 3 during this insightful discussion with James about when and how he decided to strike out with a partner and build an ISO business from scratch. Then James continues his series on overcoming common objections by offering vertical-specific software paired with dual pricing. And Patti reports on the demise of Google Pay.

Generate extra revenue in the process. Merchants have until May 31 to apply for their share of a $5.5 billion class-action settlement with Visa and Mastercard. Collectively can help agents help merchants claim their share of that settlement, while also generating agent revenues. Louis Teplis, CEO at Collectively, provides the details. Then stick around for James's thoughts on working smart vs. wor...

Tune in this week to get a lawyer's take on protecting your merchant portfolio from (upstream and downstream) poachers, and upstream partners who hold back residuals. "Think of who you're doing business with," says Eugene Rome of Rome LLP. Then stick around for James's advice on overcoming objections around dual pricing through vertical-specific solutions, and Patti's reporting on Visa's cybersecu...

"As ISOs we need to stop being generalists and start being specialists," Elaina Smith of Secure Bancard explains in this in insightful discussion with James on what the future holds for ISOs. Then James talks about how vertical-specific solutions can 86 cost objections, and Patti has an update on the BNPL market.

"Selling payment processing requires always being on the lookout for better and more streamlined solutions," explains Russ Hayes, Pinnacle Business Products, in this week's featured interview. James continues on the theme of B2B, which he describes as "primed" for the 1099 distribution model, and Patti reports on the escalating cost of financial crime compliance.

Particularly 1099s. "Selling POS is more important today than it ever was," says Dustin Magaziner, Founder & CEO at PayBright. Learn what PayBright is doing to help 1099 agents adjust to this new reality. James follows that with insights for managing and running a 1099 team, and Patti has a report on Sen. Durbin's latest doings in Washington. Learn more about Paybright here: https://www.gopaybrigh...

Fresh off the sale of the ISO Beyond, industry veteran Michael Peters explains what goes into building and executing an exit strategy for a payment processing ISO. "You need to have full command of the sales model and what drives revenues," he advises. Then James talks about the power of telemarketing in today's marketplace, and Patti reports on the acquisition of Discover by Capital One and what...

Crypto is on fire, and crypto payments are no longer a one-off. "We're seeing a lot of activity in niche markets, especially for high-ticket items," Eric Brown, CEO at Blockwyre, explains in this week's featured interview. Blockwyre has developed a suite of blockchain tech, from digital wallets and payments to digital asset custody and partners with ISOs and agents. Then stick around for James's a...