Welcome to the Resource Center where we turn merchant account mysteries into child’s play. Get ready to unlock the secrets becoming an effective referral agent and tackle those pesky questions that keep you up at night.
Why This Guide Matters for Referral Agents Artificial intelligence (AI) is changing how the payments industry operates. Business owners are hearing about AI on the news and in their networks, which means they may ask about it when you speak with them. Referral agents...
Referral agents often ask one question above all others: “How do I convince a busy owner to hand over recent merchant statements?” That PDF or phone photo may look like a stack of numbers, yet it is the passport that unlocks quoting. Without it, AdaptMS analysts...
Imagine you ask a merchant for two recent processing statements and they fire back a question about PCI compliance or interchange fees. It can stall any conversation. Remember, your role is simply to collect those statements and accurate contact details so our...
Walking down a street or scrolling through Instagram… do you ever wonder which shops might need better payment rates? You can spot strong prospects fast, no deep research required. Think of it like a mini scavenger hunt. Here are five clues to watch for the next time...
Selling merchant services isn’t just about showing better rates or faster deposits. It’s about understanding how people make decisions, especially when it comes to money and change. Business owners aren’t robots. They’re real people with real concerns, and knowing...
If you are looking for a way to build consistent monthly income without a full time commitment, the credit card processing industry is one of the most overlooked opportunities available today. You do not need a sales background. You do not need tech skills. And you do...
Adapt Merchant Services (AdaptMS) was founded in 2012 with a vision that was ahead of its time. The company was launched in conjunction with Adapt POS, an ambitious project that aimed to merge restaurant-focused point-of-sale (POS) software with integrated...
In an industry dominated by digital outreach and cold emails, nothing beats the power of in-person networking for building trust and closing deals. If you're selling merchant accounts, you need to be where the business owners are—shaking hands, making connections, and...
In this training video, Todd, a business development expert, walks you through the most common objections you’ll face when selling merchant services and how to turn them into opportunities. From handling brush-offs like “I’m not interested” to overcoming real...
Q: How should I respond when a prospect says, "I'm not interested"?A: This is often a knee-jerk reaction rather than a real objection. Instead of walking away, try to engage them with a curiosity-driven question: “Out of curiosity, what would make this worth your...
1. What is the value that I'm bringing to them? How am I helping them? How much will they be saving? Examples of how they will save on a single transaction, a day, a month. The main value you bring is personal connection and service. You’re not just a voice on the...