Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
54. Tim Hamilton on how AI helps deliver Human-Centered Wealth Management for Entrepreneurs
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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-planner
- Compound Planning: https://compoundplanning.com/
- Marla Sofer on LinkedIn: https://www.linkedin.com/in/marlasofer/
- Knomee: https://knomee.com/