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...
What to Say When a Merchant Wants Details You Do Not Have
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...
Spotting Card-Heavy Businesses in Sixty Seconds
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...
The Psychology Behind Selling Merchant Services – Why People Say Yes and What Stops Them
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...
Why Credit Card Processing Is One of the Smartest Ways to Earn Residual Income
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...
Networking for Sales Reps: How to Find New Merchant Clients Offline
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...
Objection Handling Q&A for Referral Agents
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...