Tiller Advisor Network - Customer Questionnaire
Questions for Tiller customers interested in working with a financial advisor who uses Tiller in their practice.
Have you used Tiller?
Yes, I'm a current customer
I've used it in the past but I'm not a current customer.
I've never used Tiller
I used the free 30-day trial but didn't sign up for the paid plan.
What is kind of financial advisor are you looking for?
Investment Advisor Representatives
PFS (Personal Financial Specialist)
Broker or Stockbroker
I'm not sure yet but I'd like guidance.
Registered Investment Advisor (RIA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
(Certified Public Accountant (CPA)
Do you currently work with a financial advisor?
In a couple of sentences, what do you hope to gain from working with a financial advisor?
Anything you'd like to know about Tiller or our planned advisor network?
What is your name?
What is your email address?
Never submit passwords through Google Forms.
This form was created inside of Tiller Money.