He anticipates the network of Cirrus advisors will add vitality and create a brain trust for participants, including him. “I don’t have all the answers,” he said. “I think I can learn from other entrepreneurial advisors I bring in.”

For now, Heider is the sole owner of Cirrus. But he expects to offer equity opportunities to younger advisors who take over the businesses of advisors who retire. “Assuming I’m in good health, I'm in it for the long haul," he said.

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