--- title: Commonwealth Guide to Independence | Resources description: Explore the Commonsense Guide to Independence by topic. --- [![blue lockup](https://learn.commonwealth.com/hubfs/BLC/Logos/blue%20lockup.svg)](https://www.commonwealth.com/) - Your Journey - [Breaking Away](https://learn.commonwealth.com/advisor-guide/independence/journey/breakaway) - [Researching Options](https://learn.commonwealth.com/advisor-guide/independence/journey/research) - [Choosing a Partner Firm](https://learn.commonwealth.com/advisor-guide/independence/journey/firm-partner) - [Opening Your Doors](https://learn.commonwealth.com/advisor-guide/independence/journey/launch) - [Growing Your Business](https://learn.commonwealth.com/advisor-guide/independence/journey/business) - Key Topics - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics) - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients) - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition) - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner) - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management) - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing) - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management) - Your Toolbox - [Videos](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) - [Quizzes](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz) - [Checklists](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) - [Guides](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) - [All Resources](https://learn.commonwealth.com/advisor-guide/independence/resources) - [About Commonwealth](https://www.commonwealth.com/why-commonwealth/about-us) [Let's Connect](https://learn.commonwealth.com/advisor-guide/independence/contact-us) Close - Your Journey - [Breaking Away](https://learn.commonwealth.com/advisor-guide/independence/journey/breakaway) - [Researching Options](https://learn.commonwealth.com/advisor-guide/independence/journey/research) - [Choosing a Partner Firm](https://learn.commonwealth.com/advisor-guide/independence/journey/firm-partner) - [Opening Your Doors](https://learn.commonwealth.com/advisor-guide/independence/journey/launch) - [Growing Your Business](https://learn.commonwealth.com/advisor-guide/independence/journey/business) - Key Topics - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics) - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients) - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition) - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner) - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management) - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing) - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management) - Your Toolbox - [Videos](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) - [Quizzes](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz) - [Checklists](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) - [Guides](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) - [All Resources](https://learn.commonwealth.com/advisor-guide/independence/resources) - [About Commonwealth](https://www.commonwealth.com/why-commonwealth/about-us) SEARCH [Let's Connect](https://learn.commonwealth.com/advisor-guide/independence/contact-us) ##### [Commonsense Guide to Independence](https://learn.commonwealth.com/advisor-guide/independence) - [Home](https://learn.commonwealth.com/advisor-guide/independence) - [Topics](https://learn.commonwealth.com/advisor-guide/independence/key-topics) - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing) ### Marketing Your Business Creating your brand and getting yourself out there—this is what marketing your business is all about. Learn how to create a comprehensive marketing strategy, from advertising to client communication to social media and content creation. ###### Browse Topics https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics /advisor-guide/independence/key-topics/marketing - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics) https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients /advisor-guide/independence/key-topics/marketing - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients) https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition /advisor-guide/independence/key-topics/marketing - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition) https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner /advisor-guide/independence/key-topics/marketing - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner) https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management /advisor-guide/independence/key-topics/marketing - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management) https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing /advisor-guide/independence/key-topics/marketing - Marketing Your Business https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management /advisor-guide/independence/key-topics/marketing - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management) {val=} [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ### [6 Social Media Tips and Traps for Beginners](https://learn.commonwealth.com/advisor-guide/independence/resources/6-social-media-tips-and-traps-for-beginners) [When leaving a wirehouse to start your own independent financial firm, you’ll want to create some buzz around your new venture. ...](https://learn.commonwealth.com/advisor-guide/independence/resources/6-social-media-tips-and-traps-for-beginners) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/6-social-media-tips-and-traps-for-beginners) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ### [Planning for Success: How to Use a Content Calendar](https://learn.commonwealth.com/advisor-guide/independence/resources/planning-for-success-how-to-use-a-content-calendar) [You’re ready to break away from the wirehouse. Your transition plan is in place, and you’re ready to hit the ground running. ...](https://learn.commonwealth.com/advisor-guide/independence/resources/planning-for-success-how-to-use-a-content-calendar) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/planning-for-success-how-to-use-a-content-calendar) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ### [Creating Strategic Relationships with Centers of Influence](https://learn.commonwealth.com/advisor-guide/independence/resources/creating-strategic-relationships-with-centers-of-influence) [If you’ve built a solid reputation among your professional network, you already have a head start on the path to growing your ...](https://learn.commonwealth.com/advisor-guide/independence/resources/creating-strategic-relationships-with-centers-of-influence) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/creating-strategic-relationships-with-centers-of-influence) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ### [How to Use Content to Turn Prospects into Clients](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-use-content-to-turn-prospects-into-clients) [When opening your own financial practice, one of your immediate goals is keeping your business pipeline full of ideal clients ...](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-use-content-to-turn-prospects-into-clients) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-use-content-to-turn-prospects-into-clients) [Type: Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) ### [Breakaway Implications: The Impact Your Firm Partner Can Have On Efficiency](https://learn.commonwealth.com/advisor-guide/independence/resources/breakaway-implications-the-impact-your-firm-partner-can-have-on-efficiency) [You may think that going independent means having less time for client interactions—after all, you’ll have an office to run. ...](https://learn.commonwealth.com/advisor-guide/independence/resources/breakaway-implications-the-impact-your-firm-partner-can-have-on-efficiency) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/breakaway-implications-the-impact-your-firm-partner-can-have-on-efficiency) [Type: Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) ### [From Startup to Growth: A Checklist for New Independent Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/from-startup-to-growth-a-checklist-for-new-independent-advisors) [Transitioning from employee to business owner is exciting, but—as you may be realizing quickly—it also comes with some new ...](https://learn.commonwealth.com/advisor-guide/independence/resources/from-startup-to-growth-a-checklist-for-new-independent-advisors) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/from-startup-to-growth-a-checklist-for-new-independent-advisors) [Type: Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) ### [Building a Brand Identity: A Checklist for Breakaway Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/building-a-brand-identity-a-checklist-for-breakaway-advisors) [For advisors moving from a wirehouse to an independent channel, one of the most important duties is to anchor your new firm’s ...](https://learn.commonwealth.com/advisor-guide/independence/resources/building-a-brand-identity-a-checklist-for-breakaway-advisors) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/building-a-brand-identity-a-checklist-for-breakaway-advisors) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ### [Telling Your Brand Story...For the First Time](https://learn.commonwealth.com/advisor-guide/independence/resources/telling-your-brand-story...for-the-first-time) [If you’re thinking about going independent or are ready to make the leap, there are a few important (and exciting!) steps to ...](https://learn.commonwealth.com/advisor-guide/independence/resources/telling-your-brand-story...for-the-first-time) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/telling-your-brand-story...for-the-first-time) ### Connect with Us Tell us a little about yourself. We'll begin a conversation about your business and how Commonwealth can help move your practice forward. ![footer-background](https://f.hubspotusercontent20.net/hubfs/295024/footer-background.png) [![Full Lockup](https://learn.commonwealth.com/hubfs/BLC/Logos/Full%20Lockup.svg)](http://www.commonwealth.com/) ©2025 Commonwealth Financial Network®, Member [FINRA](http://www.finra.org/), [SIPC](http://www.sipc.org/), a Registered Investment Adviser. All rights reserved. This material is for educational purposes only and is not intended to provide specific advice. Please review our [Terms of Use](https://www.commonwealth.com/terms-of-use). 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