500 episodes

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.

Merchant Sales Podcast Merchant Sales Podcast

    • Business
    • 4.7 • 50 Ratings

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.

    Launching an ISO from Scratch

    Launching an ISO from Scratch

    "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.

    • 42 min
    Helping Merchants Cash in on $5.5B Visa/MC Settlement

    Helping Merchants Cash in on $5.5B Visa/MC Settlement

    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. working hard, and Patti's reporting on the latest consumer spending data.

    Visit ccsalespro.com/settlement to learn more.

    • 37 min
    Protecting your Portfolio Against Poachers & Other Unprincipled Partners

    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.

    • 47 min
    Future Scan: The Payment Processing ISO Channel

    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.

    • 39 min
    Selling Payment Processing for B2B

    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.

    • 35 min
    Why Every Agent Should be Selling POS

    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

    • 39 min

Customer Reviews

4.7 out of 5
50 Ratings

50 Ratings

chr3ta ,

Very helpful!!!

A Newby to the industry. This podcast has and continues to help me a GREAT DEAL!! Love the fact that it focuses on helping THE AGENT out in the field!!!!

Donny Azof ,

Awesome show

I love listening to James and Patti

aaron snider ,

Master Sales Artist

Listen to this podcast regardless of your industry. If your in sales be here. James quick podcasts and training have so much good material you have to pull over your car to write down ideas. You cannot go three minutes without getting something. Other podcast spend ten minutes trying to sell you something. When james has given you great material and you done. Just know when you hear “Hi this is James Shepard...” you need to have pen and paper ready

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