Tiller Advisor Network - Advisor Questionnaire
Questions for financial advisors interested in joining the Tiller advisor network.
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 your financial practice?
Registered Investment Advisor (RIA)
Personal Financial Specialist (PFS)
(Certified Public Accountant (CPA)
Broker or Stockbroker
Certified Financial Planner (CFP)
Investment Advisor Representatives
PFS (Personal Financial Specialist)
How do you get paid for your services?
Fee-based on a percentage of holdings
Commission-based on sales of product
Both fee-based and commission-based
Fee-based with hourly, quarterly, or annual billing
In a couple of sentences, what do you hope to gain from your listing in the Tiller Advisor Network?
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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