Referral partner program

Introduce the clients
you already serve
to real solutions

No product to sell. No inventory. No upfront investment. You make warm introductions and we do the work. Depending on the service, you are paid through WealthStream or directly by the provider, and rates are shared when we meet.

Apply to become a partner See what you can refer
1 call
Rates by service, shared when we meet
$0
Required investment to get started
6+
Services you can introduce clients to
2 ways
Introduce only, or get paid with a W-9
Healthcare and beyond. While many programs serve hospitals, clinics, and practices, several also apply to self-insured employers, small and medium businesses, and any organization that needs capital or cost reduction.
In short: WealthStream is a referral partner program, not an MLM. You introduce clients you already know to services that recover revenue or cut costs. Depending on the service, you are paid through WealthStream or directly by the provider, and rates by service are shared after we meet. No product to sell, no requirement to recruit, and nothing to pay to start.
How it works

Three steps from introduction to engagement

You focus on the relationship. The team handles the analysis, the proposal, and every deliverable.

01
Make the introduction
Connect us with a decision-maker at a medical practice, urgent care, hospital, employer, or business. A warm phone call, email, or in-person introduction is all it takes.
02
We do the work
Our team handles the analysis, delivers the proposal, manages compliance, and closes the client. Your job is done once the introduction is made.
03
You are paid as fees are collected
Once the client is live, you are paid on fees the provider actually collects. Some services bill on an ongoing basis and others bill once, and your commission follows how each service bills.
For professionals

A referral program built around the clients you already serve

CPAs, financial advisors, benefits brokers, healthcare consultants, and attorneys already know which clients are losing revenue or overpaying. This program lets you connect them with specialists who can help.

What makes this different
You choose how to take part. Introduce a client with no paperwork and no fee, or put a W-9 on file and accept the referral terms to be paid. If your professional rules limit referral fees, the introduction-only path lets you still help your clients.
No selling required
You are never asked to sell. You make a warm introduction, and we handle every conversation, proposal, and close. Your role is the trusted advisor who makes the connection. If your clients are in healthcare or business, you are a good fit.
Fits your practice
The program works alongside your practice. No quotas, no inventory, no set schedule. Make an introduction when a client's need comes up in a review or planning meeting. Edd Pratt works with partners directly, and you get materials to share.
Free to join, no risk
Zero startup costs. No monthly fees. No product to buy. Joining requires nothing upfront, and no signed contract is required. To be paid, you need a W-9 on file and to accept the referral terms.
How WealthStream compares to other referral options
Informal referrals
You make the introduction and never hear back. No tracking and no follow-through.
Affiliate programs
Built for audiences and links, not for client relationships you are responsible for.
WealthStream
You introduce a client you know, we handle the work, and you can track it.
Who this works best for: CPAs and tax professionals with practice owner and business clients  ·  Financial advisors with healthcare or business owner clients  ·  Employee benefits brokers working with self-insured employers  ·  Healthcare consultants advising practices and health systems  ·  Attorneys serving practice owners, employers, and personal injury clients  ·  Medical billers and practice administrators who see revenue cycle gaps firsthand  ·  HR leaders with employer and benefits connections
By profession
CPAs & Tax Professionals
Specialists for the needs you spot at tax time
CPAs, enrolled agents, and tax advisors see a client's full financial picture every year. You notice equipment purchases that could qualify for accelerated depreciation, practices with slow collections, and employers carrying high benefit costs. WealthStream connects those clients with specialists in advanced tax strategy, revenue cycle management, and employer cost reduction. You stay the trusted advisor, and our team handles the analysis and the work after you make the introduction.
Relevant programs: Advanced tax strategy  ·  RCM and billing  ·  Employer benefits  ·  Business financing
Financial Advisors
More value for the business owners you advise
Financial advisors, wealth managers, and planners work closely with physicians, practice owners, and business owners. Those same clients often have revenue cycle problems, tax strategy opportunities, and capital needs that sit outside your own services. WealthStream gives you a vetted place to send them, with a team that does the analysis and keeps you informed. You can follow each introduction in the partner portal, and the client relationship stays yours.
Relevant programs: Advanced tax strategy  ·  Business financing  ·  Employer benefits  ·  RCM and billing
Healthcare Consultants & Administrators
Put your view of practice operations to work for clients
Healthcare consultants, medical billers, and practice administrators already know which practices are struggling with denied claims, slow collections, and billing staff turnover. That knowledge is what makes an introduction credible. You do not need extra certifications or extra hours. You need a warm introduction and a phone call, and our team takes it from there. Rates by service are shared on a short call with Edd, and you are paid only on fees the provider actually collects.
Relevant programs: RCM and billing  ·  Medical records sync  ·  Tax strategy
Benefits Brokers & Attorneys
Solutions for employers and clients you already represent
Employee benefits brokers, HR consultants, and attorneys have the one asset every WealthStream program depends on: trusted relationships with decision-makers. Brokers work with self-insured employers looking to control plan costs. Attorneys serve practice owners, employers, and personal injury clients who need complete medical records quickly. WealthStream connects those clients with specialists while you stay the advisor of record. Depending on the service, you are paid through WealthStream or directly by the provider under its own referral program, and you can track each referral in the partner portal.
Relevant programs: Employer benefits  ·  Medical records intelligence  ·  Business financing  ·  Tax strategy

Referral partnering by profession

See how partners in your field help the clients and contacts they already have.

Nurses →Medical billers →Financial advisors →Real estate agents →HR & benefits →IT professionals →
What you can refer

What services can you refer through WealthStream?

You can refer businesses to revenue cycle and billing, insurance underpayment recovery, healthcare ITAD advisory, medical records intelligence, tax strategy, employer benefits, business financing, storm damage claim recovery and AI search visibility. Each is delivered by a vetted specialist, and our team handles the analysis and proposal.

Important: Register every prospect through WealthStream or your WealthStream tracking link so the introduction is credited to you. This ensures proper tracking and keeps the client experience consistent.
Hospital and health system services
Clinical records
Medical records intelligence
A patient's complete medical history, pulled together from every source into one current, decision-ready record and delivered fast. Serves healthcare providers who need the full picture inside their existing workflow, and personal injury law firms that otherwise lose weeks assembling records by hand.
Commissionable: rates shared when we meet
IT asset security
Healthcare ITAD compliance advisory
A healthcare data breach costs $6.64 million on average in 2026, according to IBM's Cost of a Data Breach Report. We provide independent, vendor-neutral analysis of the client's IT asset disposition process at no cost. We are not an ITAD vendor — we evaluate certified providers and recommend the best fit for compliance and recovery requirements.
Commissionable: rates shared when we meet
Revenue cycle
Healthcare RCM and third-party billing
Underpayments and denied claims are a persistent drain on margins. Our revenue cycle management program handles complex claims management with dedicated coding expertise and denial management. Refer any hospital, health system, or large practice dealing with billing complexity, denial volume, or revenue leakage.
Commissionable: rates shared when we meet
Private practices and urgent care facilities
Tax strategy
Advanced tax strategy and Section 179 planning
The One Big Beautiful Bill Act permanently restored 100% bonus depreciation and raised the Section 179 deduction cap to $2.5 million. For practices investing in equipment, diagnostics, or technology, the first-year tax treatment changed significantly in 2025. We connect practice owners and their CPAs with advanced tax strategy specialists who work exclusively with medical practice owners and high-income healthcare professionals — at no cost to begin the conversation.
Commissionable: rates shared when we meet
Self-insured employers, SMBs, and business owners
Employer benefits
Self-insured employer health plan cost reduction
Self-insured employers — including small and medium businesses that self-fund their employee health plans — carry the full financial risk of those plans. We help reduce that exposure through carrier and plan comparisons, claims and utilization review, plan design analysis, and ongoing performance reporting, with no upfront fees. This opportunity is not limited to healthcare organizations. Refer any company of any size that self-funds its employee benefits.
Commissionable: rates shared when we meet
Business financing
Capital access for healthcare organizations and businesses
Healthcare organizations and business owners often need capital for equipment, operations, or growth at exactly the moment conventional lending moves slowest. We provide access to financing programs designed for organizations that need flexible capital: working capital, equipment financing, operational expansion, technology investment, and employer plan funding. The application is online and free. Refer any healthcare organization, SMB, or business owner that needs capital.
Commissionable: rates shared when we meet
Why one referral grows

One client, more than one opportunity

You rarely refer just once. Land a client with the service that fits their most pressing need, let them feel the result, then open the door to the next one.

01
Prove it with the first service
Start with the one service that solves their most obvious problem. No risk to them, measurable value, and a quick win that earns their trust.
02
Earn the right to the next
Once a client has seen real results, recommending a second service is easy, and it is a warm introduction you have already made. Most organizations qualify for several of our programs.
03
Each service pays on its own terms
Every additional service is registered and tracked separately. Some pay through WealthStream and some pay directly through the provider, and each pays only on fees collected.
The catalog keeps growing. We are constantly sourcing and vetting new services to add to the portfolio, so your list of things to refer expands over time without you doing any of the hunting. Every new program is a fresh reason to reconnect with clients and contacts you already have.
Who to refer

Who should you refer to WealthStream?

Refer hospitals and health systems, private practices, urgent care facilities, small and medium businesses, and personal injury law firms. Each client type below has at least one program, often several, that fits its situation.

Hospitals and health systems
Large provider organizations with complex billing, IT infrastructure, and patient record challenges across multiple departments and facilities.
Medical records syncITAD advisoryRCM and billingBusiness financing
Private practices
Independent physician groups, specialty practices, and multi-provider clinics investing in growth, in-house capabilities, or technology.
Tax strategyRCM and billingBusiness financing
Urgent care facilities
High-volume outpatient facilities that benefit from cleaner billing and improved IT asset security as they scale.
ITAD advisoryRCM and billingBusiness financing
Small and medium businesses
Any SMB that self-funds its employee health plan or needs working capital, equipment financing, or operational funding — in any industry, not just healthcare.
Employer benefitsBusiness financingTax strategy
Personal injury law firms
Firms that spend weeks assembling a client's complete medical records by hand. Faster, complete records mean earlier case decisions and stronger settlements.
Medical records intelligence
Who this is for

If you know the right people,
you have what it takes

We are not looking for salespeople. We are looking for connectors who already have relationships worth leveraging.

Healthcare administrators and medical billers
You already understand revenue cycle, billing gaps, and the operational pressure healthcare organizations face. You have relationships with practice managers, CFOs, and department heads. That context makes your referral warm before the first call is made.
Networkers and entrepreneurs
You are active in business communities, professional associations, or on LinkedIn. You know owners, executives, HR directors, and healthcare professionals — or you know people who do. Your network is the asset. This lets you put it to work for your clients without asking you to sell anything.
Basic requirements
Book a 20-minute call to apply
About the program

WealthStream Coaching operates a referral partner program connecting CPAs, financial advisors, benefits brokers, healthcare consultants, and attorneys with revenue cycle management and cost recovery services. Depending on the service, partners are paid through WealthStream or directly by the provider, and rates by service are shared after we meet.

Healthcare referral partners work with WealthStream Coaching to identify medical practices needing revenue cycle management improvements. The program covers several services, including billing, revenue cycle management, and practice cost reduction. Commissions are paid only on fees the provider actually collects and follow how each service bills.

Revenue cycle management referral opportunities through WealthStream Coaching target primary care practices, specialty medical groups, and multi-location healthcare systems. Partners receive materials to share with clients, and founder Edd Pratt works with partners directly throughout the referral process.

WealthStream Coaching founder Edd Pratt developed the healthcare referral partner program to bridge the gap between RCM service providers and medical practices seeking billing optimization. The program emphasizes relationship-building and long-term partnership success over transaction-based referrals.

Joining WealthStream Coaching's program is free, with nothing to buy and no fees. To be paid, partners need a W-9 on file and to accept the referral terms, and no signed contract is required. Partners get materials to share and can track their referrals in the partner portal.

Common questions

Frequently Asked Questions About Our Healthcare Referral Partner Program

How does the WealthStream referral program work?

Partners introduce healthcare practices and businesses they know to our revenue cycle management and cost recovery services. We handle the analysis, proposal, and every deliverable, and you can track your referrals in the partner portal. Your job is done once the introduction is made.

How are referral partners paid?

Depending on the service, your commission is paid either through WealthStream or directly by the provider under its own referral program, through your WealthStream tracking link. Rates by service are shared on a short call with Edd. Commissions are paid only on fees the provider actually collects.

Who can become a WealthStream referral partner?

CPAs, financial advisors, employee benefits brokers, healthcare consultants, attorneys, medical billing specialists, and practice administrators with established client relationships in healthcare or business make ideal referral partners. You must be 21 or older and eligible to submit a W-9.

What support do referral partners receive?

Partners receive onboarding and professional materials to share with clients. Founder Edd Pratt works directly with partners to help identify which of our services fit the clients they already know.

What happens after I make an introduction?

Register the prospect through WealthStream or your WealthStream tracking link so the introduction is credited to you. Our team and the provider handle the analysis, proposal, and engagement, and you can follow the referral in the partner portal. Commissions are paid only on fees the provider actually collects.

What types of businesses can be referred?

Partners can refer hospitals, health systems, private practices, urgent care facilities, self-insured employers, and small to medium businesses across any industry. WealthStream offers several programs spanning healthcare RCM, ITAD compliance, tax strategy, employer benefits, and business financing.

Is there a cost to join the referral partner program?

No. Joining WealthStream Coaching's referral partner program is free. There is nothing to buy and there are no fees. To be paid, you need a W-9 on file and to accept the referral terms. No signed contract is required.

Can I refer the same client to more than one service?

Yes, and it is common. Most organizations qualify for several of our programs. Once a client has worked with the first service, a second recommendation becomes an easy warm introduction. Each service pays under its own terms, and only on fees the provider actually collects.

Do you add new services over time?

Yes. We are constantly sourcing and vetting new services to add to the portfolio. Your catalog of things to refer keeps growing without you doing any of the hunting, and each new program is a fresh reason to reconnect with clients and contacts you already have.

How are referrals and commissions tracked?

You can track your referrals in the partner portal.

See all frequently asked questions →
Ready to put your network to work?
A 20-minute call is all it takes to find out if this is a fit. No obligation, no pitch — just a conversation about which programs make the most sense for your network.
Schedule a call with Edd Or send an email
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