Independence isn’t a leap, it’s a dance. Here’s your roadmap.
Every advisor dreams of creating a practice that reflects their values, serves clients authentically, and provides the freedom of true ownership. The Dance to Independence is your step-by-step guide to making that dream a reality.
Inside, you’ll find a clear guide for every stage of the journey—defining your vision, designing your business, launching with confidence, and leading with purpose. Plus, a practical toolkit to support you along the way.
Whether you’re just beginning to imagine independence or ready to take the leap, this book is your compass to building the advisory firm you’ve always envisioned.
“Every advisor has a rhythm. Independence begins when you start moving to your own.”
Access Exclusive Resources to Support Your Independence
When you purchase The Dance to Independence, you unlock more than just the book. Join the community and gain exclusive access to:
Real-World Case Studies – Learn from advisors who have successfully made the leap to independence.
LinkedIn Group – Connect with like-minded advisors, share wins, and get support as you grow.
Growth Resources – Additional tools and strategies to help you scale with purpose.
Decades of Experience.
One Mission: Purposeful Growth.
Tricia Brady is a seasoned executive and strategic consultant with over 30 years of experience helping financial advisory firms scale with purpose. She has led operations, compliance, and M&A integration for RIAs ranging from $700 million to $5 billion and has worked inside some of the largest RIA aggregator networks, including Focus, Dynasty, and HighTower.
Today, Tricia specializes in helping advisory firms future-proof their businesses through succession planning, service model design, and operational excellence. Whether leading from within or advising from the outside, her mission is to help firms deliver meaningful impact—for their clients, their teams, and the communities they serve.
Tricia is the author of The Dance to Independence: The Advisor’s Journey to Alignment, Freedom, & Ownership and the best-selling co-author of Beyond the Broker: Navigating Financial Advisory Independence. She is based in Huntington, NY.
