Inside
thepractice

Meet complex client expectations and grow your business.

Key trends driving advisor growth

Data-backed insights into the strategies, behaviors and opportunities accelerating advisor growth today.

68
of advisors use AI in their practice1 and…
80+
say it has improved business efficiency.1
89
of advisors use model portfolios2 and…
84
say it saves them time.2

Reallocate time to meet the needs of wealthy clients

Increasing the efficiency of your business allows you to focus on providing personalized services that attract wealthy clients.
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Adapt your models for client needs

Advisors who serve HNW clients customize their models by adding SMAs (51%), private markets (28%) and liquid alternatives (24%).2
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Offer AI-powered estate planning

80% of clients expect advisors to offer estate planning services.3 AI-powered platforms can reduce the time it takes to create a comprehensive estate plan.
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Explore the latest practice insights

  • Inside the practice

    Identify GRAT opportunities for clients with appreciating assets

    Sep 16, 2026|ByLincoln Fleming, CPA/PFS, CFP

    Learn how a grantor retained annuity trust can remove future appreciation from a client’s estate using little or none of their lifetime gift tax exemption.

  • PRACTICE MANAGEMENT

    The 529 Advantage: What Clients Give Up With Other Vehicles

    Sep 10, 2026|ByMark DiSipio, CIMA®

    Despite the clear education savings benefits of 529 plans, clients continue to default to other investment vehicles without realizing what they’re giving up

  • Tax

    Prepare business owner clients for liquidity events

    Sep 09, 2026|ByLincoln Fleming, CPA/PFS, CFP

    Help your clients prepare for a business sale with proactive strategies that may reduce taxes and preserve more of the wealth they worked hard to build.

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Frequently asked questions

  • Inside the Practice is BlackRock’s practice management hub for advisors, offering insights and strategies to improve business efficiency, drive growth and strengthen client engagement.

  • Inside the Practice features proprietary advisor survey results, practice management strategies, business growth insights and client engagement resources, including both evergreen best practices and timely perspectives on key industry trends.

  • Advisors attract high‑net‑worth clients by clearly differentiating their value proposition and delivering specialized solutions for complex financial needs. Successful strategies typically combine advanced planning expertise, differentiated investment capabilities and a high-touch client experience. Common strategies include:

    • A refined value proposition focused on tax efficiency, estate and legacy planning, concentrated wealth management and multi-generational strategies
    • Advanced investment capabilities such as separately managed accounts (SMAs), direct indexing, tax-managed strategies and access to private markets
    • Strong referral networks with centers of influence (CPAs, attorneys and business advisors)
    • Personalized, high‑touch service model supported by scalable planning technology

  • Advisors grow their practice by increasing scale, improving operational efficiency and expanding services for higher‑value client segments. Common growth levers include:

    • Portfolio management efficiency by delegating, using model portfolios or outsourcing investment solutions
    • Stronger business structure with clear team roles, defined processes and thoughtful succession planning
    • Differentiated services such as advanced planning, tax-aware investment strategies and specialized solutions for high-net-worth clients

  • Advisors can improve client engagement by delivering personalized communication, providing educational resources, hosting client seminars and proactively addressing evolving financial needs. Effective engagement strengthens retention and deepens relationships.

  • Advisors commonly adapt portfolios for higher levels of wealth by incorporating SMAs, private market investments, liquid alternatives and tax-aware strategies.

  • AI-powered estate planning tools help advisors create comprehensive estate plans for their clients without consuming a lot of their time. Collaborating with attorneys or outsourcing to third-party experts also help advisors scale estate planning support across client relationships.