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 solution…

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 Norto…

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 resell…

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 is…

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.Por Merchant Sales Podcast

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 profita…

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…

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 dis…

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 st…

"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 …

"Hone in on automation and technology," explains Ben Griefer of Maverick Payments. This week's podcast also features tips for landing more sales from Rich Norton, and reporting from Patti on how card acceptance fees paid by U.S. merchants compare to fees paid by merchants in other countries.Por Merchant Sales Podcast

Passion, not being afraid to fail, and making time for family, explains Vlad Sadovskiy, CEO at Netevia. Vlad a successful entrepreneur and his daughter, Emma, a budding entrepreneur, sit down with James for a far-reaching discussion around the changing complexion of entrepreneurship in this week's featured interview. Then stick around for more tips…

Omni-channel payments are evolving—don’t get left behind. In this webinar, I share insights on terminal placement in an omni-channel market, alongside an interview with Mony Zenou, CEO of Dejavoo/iPOS. We discuss Dejavoo’s "POPUP" program, which offers discounts on new gateway-enabled devices, and explore key topics such as payment integration with…

Building a restaurant point of sale portfolio in 2025 isn't going to get any easier for the lone wolf payments rep. In this webinar I discuss the role of the merchant sales agent in the restaurant POS project, how to successfully partner with a POS company, and what restaurant owners want in order to choose your solution over Toast.I am joined on t…

Discover how AI is streamlining sales, approvals and customer service in this week's interview with Dave Fiegle, president of the AI Agency. Then James describes how he uses AI in his businesses, and Patti reports on how regulators are honing their focus on BNPL.Por Merchant Sales Podcast

It's a sticky proposition, explains Alan Noe CEO at Evolv, in this week's featured interview. James continues on this theme, encouraging sales reps to think more broadly about building relationships that go beyond payments. And Patti wraps up the podcast, reporting on how the CFPB is taking issue with fees merchants charge for cash-back transaction…

In our recent webinar, we explored strategies to reduce friction in the sales process, increase the lifetime value of your clients, and boost payment processing margins by white-labeling your own gift card program. For those looking to create long-lasting relationships with merchants, regardless of the technology solutions they choose, it's crucial…

"If you build it right, buyers will come," explains Danny Mikhail in this week's featured interview. Mikhail built Zuza, a POS and business management software company, which he sold earlier this year to Bank of America. This week's podcast also features sales tips from Rich Norton and Patti's reporting on instant payment networks and fraud.…

In this week's episode, James interviews David Morris about which payment methods are most important and how ISOs and ISVs should adjust their payment acceptance strategy. Then, we get a sales tip from Rich Norton and James finishes this episode with a special segment recorded a few days ago at his dinner with Green Payments on the future of the pa…

In this week's episode we are joined by long time industry veteran and recruiter Chris Sandifer to discuss the history of the ISO model, how things have changed and what the future holds. We also discuss the keys to building a 1099 sales team and how to leverage technology in this effort. After this interview, James talks with Rich Norton about how…

In this week's episode, James shares his thoughts on a framework for effective strategy. You will learn how to identify, create and combine strategic puzzle pieces in the payments industry to create maximum value for yourself / your organization. Rich Norton gives a quick sales tip from the field and Patti Murphy shares a disruption to the growth o…

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 dea…

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 …

"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.Por Merchant Sales Podcast