The Global Advisor Study, which surveys advisors in 14 countries on key aspects of their practices, provides survey respondents with valuable peer-level insights. This unique multiyear dataset is the basis of a recent research paper, coauthored by Professor Marco Di Maggio of Harvard Business School and Dimensional researchers.

In this Q&A report, Catherine Williams, Dimensional’s Head of Practice Management, talks with Professor Marco Di Maggio regarding the findings of The Global Advisor Study. Their enlightening discussion reveals the primary growth factors for financial advisors.