Dr. Boyce W.I.N. Mastermind Interest Survey

Welcome to the Dr. Boyce Watkins W.I.N. Mastermind Interest Survey — your first step toward joining a selective community of investors committed to building long-term wealth.
This survey helps determine your readiness for the program, which is designed for serious investors with a growth mindset and at least $50,000 in liquid capital available for portfolio investment.
If you do not yet meet the minimum requirement, we offer additional training programs to help you prepare for your Path-to-WIN.
Your responses will guide the next steps:
• Qualified candidates will receive an invitation to schedule a discovery call.
• Others will receive tailored recommendations via email for training and preparation.
Please answer each question thoughtfully. Incomplete submissions may delay your review. Missed or unconfirmed discovery calls may result in disqualification from future enrollment.
Thank you for your interest in this transformative wealth-building community. We look forward to learning about your goals and helping you determine your next best step.
Your pathway to financial mastery begins here.
Section 1: Personal Information

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1. Full Name (Required.)

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3. Phone Number (Required.)

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4. Marital Status

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5. Do you have children?

Section 2: Background & Financial Readiness

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6. Highest Education Level Completed

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7. Current Employment Status

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8. Approximate Annual Income

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9. Do you have at least $50,000 in liquid capital available to invest? (Required.)

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10. If you answered "Yes" for the last question, please upload documentation verifying available capital (screenshot of your bank, brokerage, or financial statement).

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11. Upload a second document if necessary. (screenshot of your bank, brokerage, or financial statement).

Section 3: Investing Experience

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12. Do you have investing experience?

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13. Have you studied stock or options investing before?

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14. What is your biggest challenge with stock investing? (Required.)

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15. What is your main investing goal? (Required.)

Section 4: Commitment & Alignment

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16. Have you experienced a traumatic or life event that might affect your ability to commit to the WIN Mastermind? (Required.)

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17. Do you understand and agree to the Dr. Boyce WIN Mastermind’s No-Refund Policy? (Required.)

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18. Please confirm your commitment to participate in a Dr. Boyce W.I.N. discovery call with a team member.

Thank You for Completing the Dr. Boyce W.I.N. Interest Survey!

We appreciate your time and congratulate you on taking this important step toward joining the Dr. Boyce Watkins W.I.N. Mastermind.

What’s Next?
Our team will review your responses. If you meet the criteria, you’ll move forward to the scheduled enrollment interview. If not, we’ll send a follow-up email with feedback and recommended next steps to help you continue your growth.

Important Reminder:
If selected for an interview, please honor your appointment. Missed interviews without prior notice result in automatic disqualification.

Thank you again for your interest in the W.I.N. Mastermind. We look forward to the possibility of welcoming you into our wealth-building community.

For questions, contact: Chanell@BoyceWatkins.com.

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