the dance to independence

by Tricia Brady

The Dance to Independence: The Advisor’s Journey to Alignment, Freedom, & Ownership by Tricia Brady is a step-by-step guide for financial advisors ready to build a firm of their own.

With over three decades of experience helping RIAs scale and thrive, Tricia walks you through every phase of the journey—defining your vision, designing your business, launching with confidence, and leading with purpose. Along the way, she shares real stories from advisors who have made the leap, plus practical strategies to help you align your business with your values, serve clients authentically, and create the freedom of true ownership.

Think of it as your guidebook to independence—complete with a downloadable toolkit to support you at every stage. Whether you’re just beginning to imagine independence or already preparing to launch, this book gives you the clarity, confidence, and roadmap you need to make it happen.