Advisors Unite To Craft Their Own Succession Plans

Jerilyn Klein Bier of Financial Advisor includes Joe Heider, president of Cirrus Wealth Management, in a feature article about his decision to launch Cirrus Wealth Management and the firm’s aim to hire veteran advisors who are contemplating exit strategies but are not yet ready to walk away from work. “Assuming I’m in good health, I’m in it for the long haul,” Heider says.