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Latest Insights

How to STEAL a Restaurant Client from Toast

How to STEAL a Restaurant Client from Toast

How do you steal a restaurant client from Toast?  This is very different from "competing with Toast" which was the topic of a recent panel discussion.  In this video, sponsored by Lavu, I talk about what you need to do in order to take a restaurant client from Toast...

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3 Things Every Small ISO Needs in 2023

3 Things Every Small ISO Needs in 2023

There are three things small ISOs should be looking for as they attempt to scale their business.  This edition of the Merchant Sales Insight is sponsored by Maverick Payments.  I believe they do a great job of providing all three of these things to small ISOs. 1. ...

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3 Opportunity Costs in Payments

3 Opportunity Costs in Payments

CLICK HERE to Download the PDF     James shares the biggest cost in every payments business, opportunity cost.  You can't measure it and it doesn't show up on the P&L, but your number one goal should be to minimize this cost.  Watch this edition to learn...

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Should ISOs Offer Banking?

Should ISOs Offer Banking?

CLICK HERE to Download the PDF     Have you ever thought about becoming a bank?  With Netevia, the sponsor of this edition, offering business banking services and building a new residual portfolio from your existing book of business is much easier than you...

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5 Payments Trends for 2023

5 Payments Trends for 2023

CLICK HERE to Download the PDF     In this special, end-of-year edition of the Merchant Sales Podcast and Merchant Sales Insight, James is sharing the most important trends to watch in 2023 and how these 5 trends will impact your growth strategy.  Don't miss...

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Remote Control Terminals

Remote Control Terminals

CLICK HERE to Download the PDF     In this edition of the Merchant Sales Insight, I'm discussing Valor Paytech's cloud-based support.  Also, I'm discussing the importance of controlling terminal settings and the entire merchant experience from the cloud.  I...

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Dual Pricing is Growing (New Agent Poll)

Dual Pricing is Growing (New Agent Poll)

CLICK HERE to Download the PDF     In a recent poll conducted in the CCSalesPro Community with individual agents, we found that 48% of agents are leading with Dual Pricing and only 33% with Non-Cash Adjustment / Service Fee programs.  The remaining agents...

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Understanding Merchant Statements and Fees

Understanding Merchant Statements and Fees

CLICK HERE to Download the PDF     How well do you understand merchant statements?  Learn the ins and outs in this edition of the merchant sales insight.  We dive into topics like issuing banks that charge interchange, interchange padding and optimization,...

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