Patrick Garvey Email & Phone Number

Boston, Ma, Us

Timberline is dedicated to unlocking your company's growth potential with a scalable approach backed by years of experience. We provide tailored solutions that empower advisors to reach new heights of success. Our proven track record speaks for itself, as we consistently deliver results and drive sustainable growth for our clients.We have a depth of experience across strategic direction, advisor enablement, tools and technology, marketing performance, sales funnel optimization, operating model design and execution, dashboards and reporting and additional fractional COO or CSO functions.

Newton, Massachusetts, United States

Responsible for transformational change to support aggressive business growth. Created a new operating model built for scale and led teams from Client Service, Marketing and Technology.

Greater Boston

Led a team focused on improving performance within a newly merged retail organization of ~300 advisor teams. Marketing Funnel (newly acquired experience): sales funnel optimization, prospect experience nurture, performance marketing engagements with 3rd parties, budget decision-makingStrategic Direction: revised comprehensive retail strategy to new affluent target client, revamped mission and vision, updated messaging across assets (websites, call centers, emails, advertisements), modified prospect and client experience, expanded investment product offer, created centralized team for mass affluent clientsAdvisor Enablement: instituted practice management foundation, annual/ quarterly/ weekly routines, client engagement strategies for outreach

Greater Boston Area

Drove transformation programs that improved client outcomes and advisory team productivity. Over the six years we grew from ~300 to ~900 advisors and upgraded each part of the wealth management organization:Advisor Enablement: practice management, client segmentation and journey mapping, tools and automation, annual/ quarterly/ weekly routines, new advisor training and glidepathStrategic Growth: market segmentation, expansion decisions (where to grow new headcount), dashboards and reporting, Infrastructure: compensation plans, role definitions and career paths, compliance processes (incl. DOL), risk assessments and internal audit

Greater Boston

Responsible for improvements to the product and services arm of the wealth organization including managed accounts, life insurance, annuities, portfolio management and estate planning. Established new processes and improved adoption of services to wealth clients and advisor teams.