We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Accept Let's Connect The Commonsense Guide to Independence Practical Tips for the Breakaway Financial Advisor Your Journey Resources by Topic Where are you on your journey to independence? Breaking Away Are you where you want to be in your career? If you've considered going independent, this information can help you make an informed decision. Researching Options What fears do you have about going independent? Take a look at what kind of support you'll need. Choosing a Partner Firm When breaking away from your wirehouse, the right partner can make all the difference. Here are the questions you should ask when interviewing firms. Opening Your Doors Do you know what to do to be ready for your clients? Read about the steps to take before you open for business. Growing Your Business What does success mean to you? Learn about what to consider as you grow your practice. Not Sure Where to Start? Take our quiz and learn what your next step should be. Start Here Key Topics Are you interested in a specific topic? Browse resources by your area of interest. The Economics of Independence The Client Experience Transitioning Your Business Choosing the Right Firm Partner Running Your Business Marketing Your Business Managing Your Risk Popular Resources Breaking Away Are You Ready to Break Away from the Wirehouse? Moving to the independent channel today poses fewer barriers than in years past. Technology advancements, compliance support, ... Breaking Away 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 move for you and your clients, you’ve ... Researching Options Evaluating the Cost of Doing Business: Wirehouse Vs. Independence When thinking about leaving a wirehouse, the change in compensation will likely be a major factor in the decision. But you may ... Choosing a Partner Firm How to Choose the Best Firm Partner for You Financial advisors rely on their relationship with their firm partner for a variety of functions, from back-office support to ... Opening Your Doors Client Retention Checklist for Breakaway Advisors You’ve put time and effort into cultivating great relationships with your clients. As you prepare to leave the wirehouse for ... 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. First Name* Last Name* Email* Phone Number City* State/Region* Current Firm* What are your total assets under management?* *I understand that Commonwealth will communicate with me about this inquiry, with each communication giving me the option to opt out. ©2021 Commonwealth Financial Network®, Member FINRA, SIPC, 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. Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy