---
title: Commonwealth Guide to Independence | Resources
description: Client Retention Checklist for Breakaway Advisors
image: https://learn.commonwealth.com/hubfs/BLC/Images/Resources%20(blog%20posts)/case%20study%20covers/So-You-Want-to-Break-Away.jpg
---

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- 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)
- [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)

![cw\_green](https://f.hubspotusercontent20.net/hubfs/295024/BLC/Images/cw_green.svg)

# So, You've Decided to Break Away from Your Wirehouse—Now What?

![407px-Pre-Indy-Cover](https://learn.commonwealth.com/hs-fs/hubfs/BLC/Images/Resources%20(blog%20posts)/case%20study%20covers/407px-Pre-Indy-Cover.jpeg?width=204&name=407px-Pre-Indy-Cover.jpeg)

Breaking away from your wirehouse is a life-changing decision. If you know it’s the best move for you and your clients, you’ve taken the first big step. We can help you with what comes next.

Download our guide to learn about:

- Picking an affiliation model
- Choosing the right firm to partner with
- Starting a new business

###### Send me my free copy of *So, You've Decided to Break Away from Your Wirehouse—Now What?*.

 {val=}

### Related Resources

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

[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)

[Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/5-quick-questions-to-help-you-break-away-the-right-way)

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

[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)

[Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/are-you-ready-to-break-away-from-the-wirehouse)

<https://learn.commonwealth.com/advisor-guide/independence/resources/will-your-clients-follow-you-to-independence> <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)

### [Will Your Clients Follow You to Independence?](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)

### 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.

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