You do not need to be in sales to refer a business. You need relationships and a clear understanding of how an introduction leads to a referral fee. Here is exactly how it works.
Start with a relationship, a practice, an employer, or a business owner who has a problem worth solving. Warm beats cold every time.
Connect them with the team by a quick call, email, or in person. You are not pitching, just opening the door.
The analysis, proposal, compliance, and delivery are handled for you. You stay out of the sales process entirely.
Once the business becomes a client, you are paid only on fees the provider collects, under the terms for that service.
Want the full compensation details? Read How you're paid. Wondering how it differs from an MLM? Read how it is different.
You introduce a business to a service that may save or recover money for it, and a commission applies if it becomes a client. Depending on the service, your commission is paid either through WealthStream or directly by the provider under its own referral program. Rates by service are shared on a short call with Edd.
You need a W-9 on file and to accept the referral terms. No signed contract is required. Commissions are paid only on fees the provider collects. If you prefer, you can also introduce a client with no paperwork and no fee.
Last updated: August 2026