COO Mastermind Application

1

What is your first name?

2

What is your last name?

3

What is your email address?

example@example.com

4

What is your mobile phone number?

Area Code

Phone Number

5

What is your firm's website address?

6

LinkedIn Profile URL:

7

Current Title/Role:

8

Firm Founder/CEO Name: (The leader who is enrolling you)

9

Annual firm top-line revenue?

10

How much money under management does the firm have?

11

Total Number of Households/Clients Served:

12

Total Number of Team Members (including advisors and staff):

13

Years in Current Role:

14

Do you have explicit authority to make or heavily influence hiring and firing decisions?

YESNO

15

Do you have explicit authority to select and implement major technology or operational projects?

YESNO

16

Are you involved in strategic planning and firm direction decisions?

YESNO

17

Briefly describe your current reporting structure (Who do you report to, and who reports to you?):

18

On a scale of 1-10, how much of your week is spent "In the Game" (reactive, fighting fires, administrative) versus "On the Game" (strategic planning, team development, systems building)? (e.g., 80% In / 20% On)

19

What specific outcome do you expect to achieve by joining this mastermind?

20

Why are you seeking a mastermind group now?

21

Are you ready to commit one hour a month to attend the monthly calls?

YESNO

22

This group requires absolute confidentiality. Are you willing to sign a strict NDA before joining?

YESNO

23

On a scale of 1-10, how committed are you to implementing what you learn in this mastermind? (1 = Just exploring / 10 = Fully committed)