--- title: Commonwealth Guide to Independence | Resources description: Your trusted source for practical, unbiased information and guidance on becoming an independent advisor. --- [![blue lockup](https://learn.commonwealth.com/hubfs/BLC/Logos/blue%20lockup.svg)](https://www.commonwealth.com/) [![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) - [Resources](https://learn.commonwealth.com/advisor-guide/independence/resources) ### Resources Whether you’re looking to take a quiz, watch a video, or read an article, there’s a resource to guide you in your career. Use the filters below to explore resources by topic, by journey stage, or by type. Click Apply Filters to view these options. #### Filters Topic: All Topic: Transitioning Your Business Topic: Choosing the Right Firm Partner Topic: Running Your Business Topic: Marketing Your Business Topic: The Client Experience Topic: The Economics of Independence Topic: Managing Your Risk Topic: General Stage: All Stage: Growing Your Business Stage: Opening Your Doors Stage: Researching Options Stage: Breaking Away Stage: Choosing a Partner Firm Type: All Type: Article Type: Checklist Type: Video Type: Guide Type: Infographic Type: Quiz [Type: Guide](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) ## [Taking Control: Exploring Independence](https://learn.commonwealth.com/advisor-guide/independence/resources/exploring-independence) [Although the benefits of being an independent advisor are clear—better economics and ...](https://learn.commonwealth.com/advisor-guide/independence/resources/exploring-independence) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/exploring-independence) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ## [Protecting Your Legacy: 5 Succession Planning Strategies for Independent Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/succession-planning-strategies) [Regardless of where you are in your life cycle as a business owner, it’s important to ...](https://learn.commonwealth.com/advisor-guide/independence/resources/succession-planning-strategies) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/succession-planning-strategies) [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 ...](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) ## [5 Tips for Retaining Clients After Leaving the Wirehouse](https://learn.commonwealth.com/advisor-guide/independence/resources/5-tips-for-retaining-clients-after-leaving-the-wirehouse) [You’ve decided to break away from your wirehouse to establish your own firm. So, the next ...](https://learn.commonwealth.com/advisor-guide/independence/resources/5-tips-for-retaining-clients-after-leaving-the-wirehouse) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/5-tips-for-retaining-clients-after-leaving-the-wirehouse) [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 ...](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) [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 ...](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 ...](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: Infographic](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-infographic) ## [Financial Snapshot: 4 Steps to Professionalize Your P&L Statement](https://learn.commonwealth.com/advisor-guide/independence/resources/professionalizing-your-pl) [Planning for your future as an independent financial advisor. If you're considering a ...](https://learn.commonwealth.com/advisor-guide/independence/resources/professionalizing-your-pl) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/professionalizing-your-pl) ## [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 ...](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluate-compliance-teams) [Type: Quiz](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz) ## [5 Quick Questions to Help You Break Away the Right Way](https://learn.commonwealth.com/advisor-guide/independence/resources/5-quick-questions-to-help-you-break-away-the-right-way) [Is there life beyond the wirehouse? For some advisors, the answer is yes. But how do you ...](https://learn.commonwealth.com/advisor-guide/independence/resources/5-quick-questions-to-help-you-break-away-the-right-way) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/5-quick-questions-to-help-you-break-away-the-right-way) [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 ...](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: 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 ...](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) [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 ...](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) ## [A New Hire Checklist: 9 Steps for Setting Your Staff Up for Success](https://learn.commonwealth.com/advisor-guide/independence/resources/a-new-hire-checklist-9-steps-for-setting-your-staff-up-for-success) [If you’ve taken the leap from the wirehouse to becoming an independent advisor, then it’s ...](https://learn.commonwealth.com/advisor-guide/independence/resources/a-new-hire-checklist-9-steps-for-setting-your-staff-up-for-success) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/a-new-hire-checklist-9-steps-for-setting-your-staff-up-for-success) [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 ...](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: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) ## [See What to Consider When Leaving the Wirehouse for Independence](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence) [What do you need to think about when opening your own practice? Our latest video ...](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ## [An HR Primer for Newly Independent Financial Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/an-hr-primer-for-newly-independent-financial-advisors) [If you’re considering leaving—or have already left—your wirehouse to become an ...](https://learn.commonwealth.com/advisor-guide/independence/resources/an-hr-primer-for-newly-independent-financial-advisors) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/an-hr-primer-for-newly-independent-financial-advisors) [Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) ## [Will Your Clients Follow You to Independence?](https://learn.commonwealth.com/advisor-guide/independence/resources/will-your-clients-follow-you-to-independence) [Watch our video for more information about how to retain your clients when you break away.](https://learn.commonwealth.com/advisor-guide/independence/resources/will-your-clients-follow-you-to-independence) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/will-your-clients-follow-you-to-independence) [Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) ## [Driving Long-Term Growth](https://learn.commonwealth.com/advisor-guide/independence/resources/driving-long-term-growth) [While you're taking care of your clients and their needs, who's taking care of you?](https://learn.commonwealth.com/advisor-guide/independence/resources/driving-long-term-growth) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/driving-long-term-growth) [Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) ## [Understanding the Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/resources/understanding-the-economics-of-independence) [Evaluating the cost of independence is a key part of making the decision to break away ...](https://learn.commonwealth.com/advisor-guide/independence/resources/understanding-the-economics-of-independence) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/understanding-the-economics-of-independence) [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 ...](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) [Type: Infographic](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-infographic) ## [How to Price Your Business](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-price-your-business) [The upside to leaving the wirehouse and becoming an independent financial advisor is that ...](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-price-your-business) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-price-your-business) ## [Prospecting for New Clients? Start by Focusing on Current Clients](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-prospect-for-new-clients) [Becoming an independent advisor means you have the flexibility to manage and grow your ...](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-prospect-for-new-clients) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-prospect-for-new-clients) [Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) ## [Knowing When and How to Make the Leap](https://learn.commonwealth.com/advisor-guide/independence/resources/knowing-when-and-how-to-make-the-leap) [Are you thinking about leaving your wirehouse? How do you know if independence is right ...](https://learn.commonwealth.com/advisor-guide/independence/resources/knowing-when-and-how-to-make-the-leap) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/knowing-when-and-how-to-make-the-leap) [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 ...](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: Guide](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) ## [So, You've Decided to Break Away from Your Wirehouse—Now What?](https://learn.commonwealth.com/advisor-guide/independence/resources/so-you-want-to-break-away-from-your-wirehouse-now-what) [Breaking away from your wirehouse is a life-changing decision. If you know it’s the best ...](https://learn.commonwealth.com/advisor-guide/independence/resources/so-you-want-to-break-away-from-your-wirehouse-now-what) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/so-you-want-to-break-away-from-your-wirehouse-now-what) [Type: Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) ## [Client Retention Checklist for Breakaway Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/client-retention-checklist-for-breakaway-advisors) [You’ve put time and effort into cultivating great relationships with your clients. As you ...](https://learn.commonwealth.com/advisor-guide/independence/resources/client-retention-checklist-for-breakaway-advisors) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/client-retention-checklist-for-breakaway-advisors) [Type: Guide](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) ## [Breaking Away to Break Through](https://learn.commonwealth.com/advisor-guide/independence/resources/breaking-away-to-break-through) [If you’re thinking about leaving your wirehouse to start your own firm, there’s a lot to ...](https://learn.commonwealth.com/advisor-guide/independence/resources/breaking-away-to-break-through) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/breaking-away-to-break-through) [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 ...](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) ## [Breaking Away from the Wirehouse: Pros and Cons](https://learn.commonwealth.com/advisor-guide/independence/resources/breaking-away-from-the-wirehouse-pros-and-cons) [When opportunities beckon, we often find ourselves faced with difficult choices. If ...](https://learn.commonwealth.com/advisor-guide/independence/resources/breaking-away-from-the-wirehouse-pros-and-cons) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/breaking-away-from-the-wirehouse-pros-and-cons) ## [5 Signs It May Be Time to Break Away from the Wirehouse](https://learn.commonwealth.com/advisor-guide/independence/resources/5-signs-it-may-be-time-to-break-away-from-the-wirehouse) [Is the grass greener in the independent channel? If you’re a wirehouse advisor today, ...](https://learn.commonwealth.com/advisor-guide/independence/resources/5-signs-it-may-be-time-to-break-away-from-the-wirehouse) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/5-signs-it-may-be-time-to-break-away-from-the-wirehouse) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ## [How to Choose the Best Firm Partner for You](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-choose-the-best-firm-partner-for-you) [Financial advisors rely on their relationship with their firm partner for a variety of ...](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-choose-the-best-firm-partner-for-you) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/how-to-choose-the-best-firm-partner-for-you) [Type: Infographic](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-infographic) ## [Evaluating the Cost of Doing Business: Wirehouse Vs. Independence](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluating-the-cost-of-doing-business-wirehouse-vs-independence) [When thinking about leaving a wirehouse, the change in compensation will likely be a ...](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluating-the-cost-of-doing-business-wirehouse-vs-independence) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/evaluating-the-cost-of-doing-business-wirehouse-vs-independence) [Type: Quiz](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz) ## [Are You Ready to Break Away from the Wirehouse?](https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse) [Moving to the independent channel today poses fewer barriers than in years past. ...](https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse) ### Connect with Us Tell us a little about yourself. 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