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.
Expand your estate planning capabilities Expand your estate planning capabilities

Explore the latest practice insights

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    How to personalize high-net-worth portfolios consistently at scale

    Jul 24, 2026|ByRichard Kozlowski

    How the BlackRock team approaches high-net-worth portfolio construction and personalization at scale

  • Inside the practice

    Help clients maximize QSBS tax benefits under Section 1202

    Jul 14, 2026|ByLincoln Fleming, CPA/PFS, CFP

    Learn how to help high-net-worth clients identify potential tax planning opportunities with Qualified Small Business Stock.

  • INSIDE THE PRACTICE

    The trust hierarchy for tax-efficient wealth transfer planning

    Jul 06, 2026|ByLincoln Fleming, CPA/PFS, CFP

    Trusts vary in tax-efficiency, flexibility and control. Learn how to choose the optimal trust structure for each client’s unique needs.

Insights Hub

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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.