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?
Certified Financial Planner (CFP)
(Certified Public Accountant (CPA)
PFS (Personal Financial Specialist)
Broker or Stockbroker
Personal Financial Specialist (PFS)
Registered Investment Advisor (RIA)
I'm not sure yet but I'd like guidance.
Investment Advisor Representatives
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?
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