54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs

Tim Hamilton has spent nearly two decades helping builders - entrepreneurs, founders, and high-growth professionals - navigate the complex side of wealth. From managing concentrated assets to life-changing events like home purchases, new children, or business exits, Tim helps clients align their financial decisions with their values, psychology, and long-term goals.In this conversation, Marla and Tim explore how AI and technology can make advisors more effective, why independence is resurging in wealth management, and how human empathy and behavioral insight create relationships that last. You’ll hear about serving complex clients, articulating your value as an advisor, and lessons from Tim’s own life that show wealth is about more than numbers, it’s about living in alignment with your purpose.Connect with us! Tim Hamilton on LinkedIn: http://www.linkedin.com/in/tim-hamilton-financial-plannerCompound Planning: https://compoundplanning.com/Marla Sofer on LinkedIn: https://www.linkedin.com/in/marlasofer/Knomee: https://knomee.com/