Straight answers about what it costs, how you get paid, whether you need to form a business, how commissions work, and whether any of this requires selling to your friends. If your question is not here, a 20-minute call will cover it.
No. Joining is free, with no fees, no product to buy, and no inventory. To be paid, you need a W-9 on file and to accept the referral terms. Some partners also choose to set up an LLC and business bank account, which is optional and never a fee we charge.
We recommend it. An LLC and a dedicated business bank account let you receive commissions professionally, keep your business income separate, and make tax time simpler. It is not required to begin, and it is not a cost we charge. This is general guidance, not legal or tax advice, so confirm specifics with your own professional. If you want an easy path, you can form your LLC through WyomingAgents.com and open a business account with Mercury once the LLC is in place.
None. There are no monthly charges, subscription fees, or hidden costs at any point. You are never asked to pay us anything to join or to remain a partner. Your only real investment is your time and the relationships you already have.
Never. This is not about pestering anyone. But think about it this way: if you could help a family member recover hundreds of thousands of dollars, or save a friend tens of thousands, you would probably make that introduction even if you were never paid. Getting paid is simply the bonus for doing something genuinely helpful.
No. You are not selling, pitching, or closing anything. Your entire role is making a warm introduction to someone you already know. Our team handles the sales conversation, the analysis, the proposal, and the delivery. Partners who do well are trusted connectors, not salespeople.
As little or as much as you want. There is no quota, no daily commitment, and no client work on your side once the introduction is made. Most partners make introductions alongside their practice or full-time job, when a natural opportunity comes up with a client.
You make a warm introduction between a business you know and our team, by a quick call, email, or in person. That is the core of your role. Register the prospect through WealthStream or your WealthStream tracking link so it is credited to you. From there we take over, and you can track your referrals in the partner portal.
Commissions are paid only on fees the provider actually collects. To be paid, you need a W-9 on file and to accept the referral terms, and no signed contract is required. Referrals you submit before your W-9 is on file are still paid once it arrives. You can track your referrals in the partner portal.
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.
It depends on the service. Some services bill clients on an ongoing basis and others bill once, and your commission follows how each service bills. In every case, commissions are paid only on fees the provider actually collects.
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.
No. This is a straightforward referral arrangement, not multi-level marketing. You are never required to recruit anyone, you buy nothing, and no commission is ever paid for signing up partners. You are paid a commission only for introducing a business to a real service that helps it. You earn from your own introductions.
No, it tends to strengthen them. You are not selling your contacts anything. You are connecting them to a service that recovers money they are owed or cuts costs they did not know they were overpaying. A good introduction makes you look helpful.
No. You do not need any industry background. Our onboarding and training bring you up to speed on how the programs work, who to look for, and how to make an introduction that lands. If you do have healthcare or business experience, you will simply move faster.
Anyone with genuine relationships in business or healthcare. That includes CPAs, financial advisors, benefits brokers, healthcare consultants, attorneys, medical billers, and practice administrators. If your professional rules limit referral fees, you can simply introduce a client with no paperwork and no fee. If you know decision-makers who could benefit from saving money or recovering revenue, you already have what the program requires.
Businesses and organizations that could recover revenue or reduce costs. That spans hospitals, medical and dental practices, urgent care, self-insured employers, and small to medium businesses in almost any industry, plus personal injury law firms for records work. Most contacts you know qualify for at least one service.
You need to be at least 21 years old, eligible to submit a W-9, and have access to a computer with a camera for a brief video call. Beyond that, the only real requirement is having relationships you can make introductions to. No license or certification is needed.
Healthcare ITAD compliance advisory reviews how a healthcare organization retires its computers, servers and other IT assets. Through WealthStream, the organization gets an independent, vendor-neutral analysis of its IT asset disposition process. WealthStream is not an ITAD vendor; the review evaluates certified providers and recommends the best fit for the organization's compliance and recovery requirements.
Self-insured employers carry the full financial risk of their employee health plans. The employer benefits program WealthStream refers clients to looks for savings through carrier and plan comparisons, claims and utilization review, plan design analysis, and ongoing performance reporting. It is open to companies of any size that self-fund employee benefits, not only healthcare organizations.
Section 179 planning looks at how a practice's purchases of equipment, diagnostics and technology are treated for tax purposes in the year they are made. WealthStream does not give tax advice. It connects practice owners and their CPAs with advanced tax strategy specialists who work with medical practices. Your own CPA should review any strategy.
Medical records intelligence pulls a patient's complete medical history together from every source into one current, decision-ready record. Healthcare providers use it to see the full picture inside their existing workflow. Personal injury law firms use it instead of spending weeks assembling records by hand, so case decisions can be made sooner.
Third-party billing hands complex claims work to a dedicated team. The revenue cycle management program WealthStream refers practices to provides coding expertise, claims management and denial management. It suits hospitals, health systems and larger practices dealing with billing complexity, high denial volume, or revenue lost to underpaid and denied claims.
You get structured onboarding and professional materials to share. Founder Edd Pratt works directly with partners to help spot which services fit their clients. You are never left to figure out an introduction on your own.
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.
You can track your referrals in the partner portal. If you have a question about a specific referral, Edd Pratt works with partners directly and can walk you through where it stands.