The Dance to Independence

The Advisor’s Journey to Alignment, Freedom, and Ownership

De: Tricia Brady

Narrado por: Virtual Voice

The Dance to Independence is a powerful guide for financial advisors who feel the call to step beyond the limits of traditional firms and design a practice that truly reflects who they are. Going independent isn’t about starting from scratch—it’s about returning to your core, reclaiming your voice, and building with courage, intention, and clarity.

Drawing on years of consulting with advisors across the country, Tricia Brady takes you behind the scenes of the independence journey. From navigating platforms, compliance, and technology to designing client experiences and growth strategies, this book provides both inspiration and a step-by-step framework. Each chapter blends practical tools with reflective prompts, helping you not only launch but also scale, sustain, and future-proof the firm you’ve always envisioned.

At its heart, this is more than a business book. The Dance to Independence is about choosing freedom over fear, alignment over obligation, and legacy over limitation. Whether you are considering independence, already on the path, or leading a thriving RIA, this book will challenge you to reimagine what’s possible—and equip you with the steps to make it real.