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Claire Walsh, founder of Midsommar Wealth, joins Stuart to discuss her journey into financial advice and her approach to building a wealth management firm with fair fee structures. She shares insights on charging hourly rates versus percentages and her vision for using AI to enhance client relationships.
By SOFI aiClaire Walsh, founder of Midsommar Wealth, joins Stuart to discuss her journey into financial advice and her approach to building a wealth management firm with fair fee structures. She shares insights on charging hourly rates versus percentages and her vision for using AI to enhance client relationships.