Merchant Sales Podcast

Merchant Sales Podcast

About

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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710 episodes

Protecting your Portfolio Against Poachers & Other Unprincipled Partners

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 cybersecurity investments.

47m
Mar 29
Future Scan: The Payment Processing ISO Channel

"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.

39m
Mar 22
Selling Payment Processing for B2B

"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.

35m
Mar 15
Why Every Agent Should be Selling POS

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.gopaybright.com/join-our-team

39m
Mar 08
How to Build an Iso Exit Strategy?

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 it means for competition.

46m
Mar 01
Mainstreaming Crypto Payments

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 advice for creating demand to support your prospecting efforts, and Patti's reporting on new surcharging regulations for merchants in New York.

44m
Feb 23
Banking on the Future in Payments Processing

Learn how Netevia is helping ISOs and agents rewrite the merchant sales playbook to include banking services as new sources of residual income. "We see massive opportunities," said Vlad Sadovskiy, Netevia's CEO. Than stick around for James's take on value-added services for sub-verticals, and Patti's reporting on a new surcharging law in New York.

46m
Feb 16
Future of Payment Processing for ISOs and ISVs

Learn how and why Dejavoo Systems has positioned itself as a Fintech for ISOs. "Our job is to help them compete better than they can on their own, by providing new technologies for their agents' tool boxes," explains industry legend Mony Zenou, the firm's founder and CEO. Then James offers a new model for using telemarketers to get solid merchant leads, and Patti has an update on the social media platform X's plan for taking on PayPal.

50m
Feb 09
Processing Payments for Pot Shops

"There are a variety of ways cannabis dispensaries can take payments," explains Glen Kaplan of Charge Today. Discover what Charge Today is doing to support merchant accounts within this controversial vertical. James continues on the verticalization theme with some insights on stealing customers from Square. And Patti wraps up this week's podcast by reporting on a class action lawsuit brought against Visa by ISOs challenging the card company's surcharging and cash discounting rules.

1h 8m
Feb 02
Future-Proofing Your Marketing & Sales Strategies

Learn about the future of ISO sales and marketing from the vantage of industry veteran Allen Kopelman. "Business owners are looking for partners. If we have the right products, they will pay," says Kopelman, CEO at Nationwide Payment Systems. James follows that with his take on why content marketing is so important for ISOs and agents, and Patti reports on a movement afoot in Washington to regulate fintech firms that offer payment services.

49m
Jan 26
Activating Agents to Sell Integrated Payments

Discover how Josh Holden, agent owner at CardConnect, is building a team of local agents to sell complex payment processing solutions. Plus James has the skinny on getting outside capital and Patti reports on how surcharging and cash discounting are getting caught up in the federal government's campaign against junk fees.

47m
Jan 19
Latching Onto Bets in Payment Processing

This week Patti has a one-on-one with James, discussing his success strategies, and how sales reps can chart their own successes in payment processing. Then Patti reports on the Goldman Sachs-Apple split.

38m
Jan 12
The Case for Selling Check Processing Services

If you're selling payment processing with any form of dual pricing, you also should be offering check processing, say Travis Powers, Vice President of Partner & ISO Relations at CrossCheck. Discover the residual opportunities available with modern check services in this featured interview. Then James discusses the ins and outs of scaling a business, and Patti reports on opposition to credit card routing legislation.

47m
Jan 05
The Future of Food Delivery & Payment Processing

Offer restaurants the ability to receive and manage delivery orders from multiple services using a single interface, says Thibault Le Conte, Founder of OrderOut. "We provide seamless Clover integration, and there's an API for ISVs," he notes in this week's interview. James follows with some insights on additional verticals where there is growing demand for delivery, and Patti reports on Apple's latest legal woes.

40m
Dec 29, 2023
Travis Powers

Travis Powers by Merchant Sales Podcast

47m
Dec 22, 2023
Building a High Risk Portfolio

watch this replay of the special live event where we will discuss high risk processing and how to build a portfolio in this profitable segment of the industry. We will also be giving away James' latest eBook on this topic that has been created with the help of Maverick, who is the sponsor of this event. James will be interviewing Ben Griefer, COO at Maverick to discuss the best practices to find, sell and service high risk merchants. As our industry continues to shift towards card not present, there has never been a better time to understand how high risk processing works and explore the best ways to build a profitable book of these merchant accounts.

58m
Dec 22, 2023
Future 1099 Agent Programs in Payment Processing

The challenge is in backing up agents with reliability and expert support, explains Ben Ross, COO at Green Payments, an ISO built around the 1099 sales model. "We consider ourselves an independent support organization," Ben added. Then James continues the theme, discussing what processors need to be doing today if they want to be successful with 1099 agents, and Patti wraps up the episode with a report on the BNPL market. ben@greenpayments.io

44m
Dec 15, 2023
Thibault Le Conte

Thibault Le Conte by Merchant Sales Podcast

40m
Dec 15, 2023
Becoming a Leader in Payments Processing

Discover what Greg Myers has learned from 250+ interviews on his Leaders in Payments podcast. Plus James talks about an ISO Alliance initiative that dramatically increases good sales leads, and Patti reports on the dynamism of the payments processing industry.

40m
Dec 05, 2023
Partnerships in Payment Processing

Learn about Axium, a new Android-based terminal line from Ingenico, the company's strategic partnerships like the one Ingenico has with Payroc, and the company's vision for the future. "The payments industry is growing by leaps and bounds," says Tim McWeeney, head of U.S. indirect acquiring and ISO sales at Ingenico. James follows the interview with a briefing on the explosion of card-present ISV solutions, and Patti wraps up the episode with a report on the CFPB's plan to regulate non-bank payments companies, like PayPal and CashApp.

34m
Dec 01, 2023
Selling Compliant Surcharging to QuickBooks Merchants

Compliant Surcharging is more popular than ever with card not present merchants, but reconciliation with Quickbooks can be a challenge. In this webinar, I am joined by Biller Genie President, Garima Shah to discuss how to make Surcharging work for these merchants and the process they went through to design and implement a seamless, processor agnostic surcharging integration with Quickbooks. There is a huge market segment of merchants who are invoicing their clients and uses Quickbooks. This market is largely untapped by the ISO / Agent community and surcharging is your best chance at generating interest. Join me to talk about this opportunity and how you can build a solid book of business while helping these merchants cut costs.

32m
Nov 17, 2023
Processor-Agnostic POS Solutions for Restaurants

HotSauce POS is a processor-agnostic restaurant POS solution built for ISOs and agents to sell, Kai Hsu tells James & Patti in this week's featured interview. "We don't compete with the people feeding us," the HotSauce CEO said. Then James talks about how confidence and expertise add up to sales success, and Patti reports on a new pay-by-bank solution from Chase and Mastercard.

42m
Nov 10, 2023
The Segmented Sales Process (Merchant Sales in 2024 and Beyond)

In this week's episode, James shares his thoughts on building a sales process that is relevant for 2024 and beyond. Our industry is more complex and competitive than ever, but many ISOs and ISVs are depending on outdated sales processes and trying to fit a square peg in a round hole. James will walk you through the 5 stages of a segmented sales process for payments and integrated technology and discuss how each stage should be handled to create an overall sales experience that works for the merchant.

23m
Nov 03, 2023
Get the Bead on Selling Ecommerce Merchants

Think in terms of influencer marketing, Mark Wagner, Founder and President of Disputifier, advises in this week's featured interview. (You can reach out to Mark for a list of influencers.) James follows the discussion by explaining how ISOs and agents should be choosing competitors, and Patti reports on a Fed proposal to slash the cap on regulated interchange.

46m
Oct 27, 2023
Future-proofing your ISO

Tune in as James & Patti discuss the evolution of the ISO channel with Alex Benjamin, Head of Global Business Development at Aevi. Aevi is a European firm that's making inroads on this side of the Atlantic as in-person payments experts. Then, James continues the theme with news of the ISO Alliance and its mission of helping small and mid-sized ISOs future-proof their businesses, and Patti reports on a class-action lawsuit alleging PayPal violates state and federal antitrust laws.

35m
Oct 20, 2023
Underwriting in Era of AI

In this week's interview, Jeff Shea of Under.oi. explains how processors and others can leverage their vast storehouses of in-house data and AI algorithms to readily create up-to-date risk models. In the next segment James relates a conversation with a restaurant owner regarding Dual Pricing. (Spoiler alert: savings, alone, are huge.) Then Patti wraps things up with a report on the CFPB's concerns that over Big Tech's mobile payments dominance.

40m
Oct 13, 2023
Don't Stop Selling Terminals

POS systems may be all the rage, but terminals are not going away any time soon, explains Lori Pagnozzi, CEO and Chief Disruptor at HipFinity, the newest name in the terminal market. "We need to take ownership of the situation," Lori says. Also in this week's episode James makes the case for why a positive mindset leads to sales success, and Patti reports on Intuit's new all-in-one payment acceptance and banking solution for small businesses.

42m
Oct 06, 2023
Merchant Fees Beyond Interchange

Merchants' cost of card acceptance extend beyond interchange. Tune in as long-time industry veteran Ken Musante explains the complex web that is non-interchange pass-through fees, and how these drive up the cost of acceptance. James follows the interview with insights on how ISOs and agents can leverage their payments expertise beyond just selling, and Patti reports on some comings and goings at Square and Toast.

49m
Sep 29, 2023
Scaling Your ISO With W2 Agents

With payment processing becoming more and more complex, there are huge benefits to hiring W2 sales professionals that you can train and manage. However, you must do it right if you want to create a return on the investment. The 1099 model is still effective at scale, especially for large, national ISOs, but I have found that local ISOs and those focused on selling technology solutions struggle to make this model work. Join me along with Ben Griefer, COO at Maverick, to discuss how ISOs can leverage W2 sales professionals to build a profitable portfolio. If you are serious about scaling your ISO but are feeling burned out on the 1099 model or are looking for a way to take greater control over your growth objectives, this special edition of the Merchant Sales Podcast is for you.

39m
Sep 22, 2023
Can Dual Pricing Be Done Right By Visa?

"With dual pricing, it all comes down to customer perception," insists Keith Sampson, CEO at the ISO Surv. Keith explains how Surv's dual pricing program is done "the right way." Also in this episode, James has tips for getting deals across the finish line, and Patti has a promising report on the ATM market.

50m
Sep 15, 2023