Avoid the most expensive mistakes advisors make when exploring independence
The Dance to Independence
Advisor Independence Toolkit & Strategic Planner
You’ve read The Dance to Independence and felt the pull toward something more aligned, more flexible, more yours.
But inspiration alone doesn’t protect you from making the wrong move.
The Advisor Independence Toolkit & Strategic Planner is the system I use to help advisors slow the process down, pressure-test assumptions, and make independence decisions with clarity - before platforms, paperwork, or promises get involved.
This is not about rushing a transition. It’s about making the right one.
Why You’re Here
You came to DanceToIndependence.com because you’re ready to:
- Go deeper
- Start planning
- Organize your ideas
- Build your path to independence
- Create a business that reflects your values and vision
This Toolkit is the practical, decision-driven companion to the book — a structured framework to help you design the advisory firm you were meant to lead.
What This Toolkit Is
This Toolkit is designed for advisors who are:
- Preparing for independence
- Exploring an RIA path
- Transitioning from a BD/OSJ
- Redesigning or rebuilding their firm
- Seeking structure, direction, and strategic planning support
If independence feels exciting - but complex-this Toolkit helps you replace noise with clarity and intention.
Who This is For
The Advisor Independence Toolkit & Strategic Planner is a comprehensive planning system designed to help you:
- Clarify your vision and business identity
- Design your service model, ideal client, and ideal week
- Build a stronger client experience
- Create your pricing and revenue model
- Map out your transition to independence
- Establish foundational compliance and operations
- Plan your tech stack, processes, and team structure
- Move through the independence journey with clarity and momentum
It’s not just worksheets.
It’s a complete business-building system created for advisors.
The Dance to Independence
Advisor Independence Toolkit & Strategic Planner
✔ Instant digital download
✔ Lifetime access to updates
✔ Fillable + printable templates
✔ Bonus: Advisor Independence Roadmap PDF included
BONUS RESOURCES INCLUDED
- Advisor Independence Roadmap
- RIA Launch Readiness Checklist
- Compliance Quick-Start Guide
- Client Communication Toolkit (Pre-Launch Version)
Refund Policy
Because this is a digital product with immediate access, all sales are final.
If you need support accessing your files, we’ll make sure you’re taken care of.