SOFI meets... Claire Walsh - SOFI meets...

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of SOFI meets...?

This episode is 9 minutes long.

When was this SOFI meets... episode published?

This episode was published on March 12, 2026.

What is this episode about?

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...

Can I download this SOFI meets... episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.