---
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)
- [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management)

### Managing Your Risk

There’s risk in running your own business, but there are ways to manage it. The resources below offer information about business continuity planning, disaster recovery, and incident response.

###### Browse Topics

 https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics

 /advisor-guide/independence/key-topics/risk-management 

- [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/risk-management 

- [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/risk-management 

- [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/risk-management 

- [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/risk-management 

- [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/risk-management 

- [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing)

 https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management

 /advisor-guide/independence/key-topics/risk-management 

- Managing Your Risk

 {val=}

<https://learn.commonwealth.com/advisor-guide/independence/resources/what-does-compliance-look-like-as-an-independent-advisor> <https://learn.commonwealth.com/advisor-guide/independence/resources/what-does-compliance-look-like-as-an-independent-advisor>

[Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video)

### [What Does Compliance Look Like as an Independent Advisor?](https://learn.commonwealth.com/advisor-guide/independence/resources/what-does-compliance-look-like-as-an-independent-advisor)

[As a breakaway advisor, your relationship with your compliance team can change—for the better. Although rules are rules, your ...](https://learn.commonwealth.com/advisor-guide/independence/resources/what-does-compliance-look-like-as-an-independent-advisor) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/what-does-compliance-look-like-as-an-independent-advisor)

<https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams> <https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams>

### [How to Evaluate Your Potential Firm’s Compliance Team](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams)

[You may recognize that compliance is a critical part of running an independent advisor firm. But did you know it’s just as ...](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams)

<https://learn.commonwealth.com/advisor-guide/independence/resources/6-steps-to-business-continuity-for-the-independent-advisor> <https://learn.commonwealth.com/advisor-guide/independence/resources/6-steps-to-business-continuity-for-the-independent-advisor>

[Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article)

### [6 Steps to Business Continuity for the Independent Advisor](https://learn.commonwealth.com/advisor-guide/independence/resources/6-steps-to-business-continuity-for-the-independent-advisor)

[When you own a business, major unforeseen events and disasters can force operations to come to an abrupt halt. Cyberattacks can ...](https://learn.commonwealth.com/advisor-guide/independence/resources/6-steps-to-business-continuity-for-the-independent-advisor) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/6-steps-to-business-continuity-for-the-independent-advisor)

<https://learn.commonwealth.com/advisor-guide/independence/resources/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>

[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)

<https://learn.commonwealth.com/advisor-guide/independence/resources/your-compliance-lifeline-checklist> <https://learn.commonwealth.com/advisor-guide/independence/resources/your-compliance-lifeline-checklist>

[Type: Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist)

### [Your Lifeline to Breaking Away: A Compliance Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources/your-compliance-lifeline-checklist)

[The right partner firm can make all the difference in helping you to stay compliant. This concept may be something that’s been ...](https://learn.commonwealth.com/advisor-guide/independence/resources/your-compliance-lifeline-checklist) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/your-compliance-lifeline-checklist)

### Connect with Us

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