Real estate agents and brokers work with medical practice owners, business owners, and executives whose needs go well beyond property. Those relationships fit naturally with cost-recovery, tax, and financing services. Your commission follows each service's referral terms. No license and nothing to sell.
You already know owners whose needs reach well past property. The same owners you help buy and sell are often overpaying on taxes and vendor costs or need capital, and an introduction from someone they already trust is welcome. It adds value to relationships you have already built.
Make a warm introduction to a business or practice you already know. That is the whole of your role.
Our team runs the analysis, the proposal, and the delivery. You never have to sell or explain the details.
You are paid only on fees the provider collects, either through WealthStream or directly by the provider, depending on the service.
Want the details on compensation? Read How you're paid, or read the full FAQ.
You connect a business owner or practice you know to a service that may save or recover money for them. Depending on the service, you are 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.
No. Referring these services requires no license. You are simply introducing someone you know to our team, who handles everything from there. It is entirely separate from your real estate license and your brokerage.
No, it complements it. The services have nothing to do with buying or selling property. Commissions are paid only on fees the provider collects, and you need a W-9 on file and to accept the referral terms.
Last updated: August 2026