Join WealthStream Coaching

Introduce clients to the programs we represent. Joining is free. To be paid, you need a W-9 on file and to accept our referral terms, which we walk through on a short call.

Opens the Referral Fee Agreement (PDF) for your review. Schedule A, which lists rates by service, is shared after we meet.

How it works

Three simple steps to get started as a referral partner.

Review the terms

Read the Referral Fee Agreement at your own pace. There is nothing to sign or send back now.

Add your W-9 securely

Submit your W-9 in the partner portal. Please do not email it. Referrals sent before your W-9 and terms acceptance are on file are still paid.

Start referring

Introduce clients to our programs. You can track your referrals in the partner portal.

Programs you can refer

A range of business and healthcare services, each paid under its own referral terms.

Insurance Underpayment RecoveryHealthcare revenue cycle

Revenue Cycle Management & BillingHealthcare revenue cycle

Medical IntelligenceHealth systems, PI firms, insurers

ITAD Compliance & IT Asset DispositionIT and compliance

AI Search Visibility (GEO/AEO)IT and compliance

Productivity Software & Advanced Tax StrategiesTax and financial

Healthcare Business FinancingTax and financial

Employee Benefit Cost SavingsEmployer benefits

Ready to partner with us?

Joining is free, and no signed contract is required. You can also simply introduce a client with no paperwork and no fee.

Open the Referral Fee Agreement

To be paid, add your W-9 in the partner portal and accept the referral terms, which we cover on a short call. Questions? Email edd@wealthstreamcoaching.com. We will confirm your partner status and send next steps.