Merchant Sales Podcast

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.

"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.

"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.

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 on selling from Rich Norton, and Patti's reporting on bank-to-bank payments.

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 POS systems, the pros and cons of gateway-enabled versus stand-alone devices, and strategies for promoting your brand to merchants. Watch the replay to catch all the insights, including a Q&A session with Mony and myself.

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 this webinar by Saleem Khatri, CEO at Lavu. After working with Lavu on the consulting side to design an agent reseller program, then boarding some restaurants myself, I recently worked with them to make some major changes to their program in order to position agents for success in building a portfolio in 2025 that takes feedback and market realities into consideration.

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.

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 transactions.

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 to control the gift cards and offer a flexible program. During the event, Ryan Rose, CRO at Factor 4, joined us to discuss three key revenue drivers that are often overlooked by ISOs and Agents—drivers that can significantly impact your portfolio's value.

"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.