Referral Rewards Program
For Our Physician Clients
The Doc Wealth Referral Rewards Program
Earn valuable rewards for introducing fellow physicians to Doc Wealth's tax planning services.
Sign Up HereEarn exclusive rewards
per calendar yearBRONZE
1 qualified referral
$150
account credit
SILVER
3 qualified referrals
$1,250
account credit
GOLD
TOP REWARD
5 qualified referrals
$3,799
account credit
Referrals must come in before October 1 to count toward this year's reward. Anything after October 1 carries over to next year's tier.
What makes a referral qualified?
Your referral counts toward rewards when they meet all of these
New to Doc Wealth
Enrolls in one of our three service packages
Completes onboarding and stays an active client in good standing for 60 days
Important timing
Referrals are counted January 1 through October 1. Any made after October 1 count toward the following year.
Rewards are issued once per year, after your qualified referrals are tallied at year end.
60 day qualification period before each referral officially qualifies.
If a referral cancels before 60 days, it does not count and rewards may be reversed.
How to participate
1
Fill out the referral form to join the program.
2
Share your unique Doc Wealth referral link with a colleague, or post it in physician communities, Facebook groups, forums, or group chats.
3
We apply your account credit after your referrals are tallied at year end. Nothing to claim.
