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About the PW Study Cohort

Client Centered

Portfolio Waterfall (PW) Study Cohorts are study groups that meet virtually once a week for a period of four weeks. The purpose of the study group is to unpack the Portfolio Waterfall planning principles. Each weekly meeting focuses on a different element of Portfolio Waterfall process - everything from nerdy elements like the PW Philosophy and Portfolio Waterfall Distribution Ratio (PWDR) to the practical pieces that enable you to communicate clearly and effectively with your clients.

PW Study Cohorts are designed as intensive, interactive sessions. Homework will be assigned. And meaningful connections will be made. Are you ready?