Tiller Money Financial Professionals Network
Questions for financial advisors interested in joining the Tiller Money Financial Professionals Network.
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What is your name?
Have you used Tiller Money?
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 Money
I used the free 30-day trial but didn't sign up for the paid plan.
What is your financial practice?
(Certified Public Accountant (CPA)
Registered Investment Advisor (RIA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
Broker or Stockbroker
Enrolled Agent (EA)
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 future Tiller Money Financial Professionals Network?
(optional) Building a network of financial professionals showcased on our website for our customers is a future roadmap idea. If you want to be featured in this public online network let us know what you hope to achieve.
Please share the website address for your practice, firm, or small business. If you don't have one, please share your LinkedIn URL
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