{
  "docId": "019dd923-5ca1-7489-b636-51911aa42557",
  "docSlug": "0075142c4ce8d42e",
  "documentTitle": "Building a Future-Ready Investment Firm",
  "authorId": "Deloitte",
  "authorName": "ThoughtLab",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 18,
  "pageCount": 83,
  "prevPage": 17,
  "nextPage": 19,
  "slideType": "testimonial",
  "function": "illustrate_case",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "Includes a navigation bar at the top and ThoughtLab branding at the bottom.",
  "elementsJson": [
    "headshot",
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b636-51911aa42557/18",
  "deckHref": "/decks/019dd923-5ca1-7489-b636-51911aa42557",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b636-51911aa42557.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b636-51911aa42557#slide-18",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Digital is a great enabler of advice and delivering an exceptional advisor-led client experience, not a replacement for it.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-ba89-733e-980f-23806235a744",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.1,
        "x": 0.05,
        "y": 0.23
      },
      "kind": "image",
      "text": "Aharon Kagedan",
      "attrs": null,
      "subkind": "headshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d72238ec-4f19-4d72-921c-dda9b80d2ffa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.94,
        "x": 0.03,
        "y": 0.01
      },
      "kind": "list",
      "text": "RESEARCH BACKGROUND | AN INDUSTRY REDEFINED | DIGITALLY TRANSFORM | CLIENT DIVERSITY | DRIVE PERFORMANCE | RETHINK OFFERINGS | ADAPT BUSINESS MODELS | CALLS TO ACTION",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "296204e6-84e8-4c0c-b5be-a862aa1636b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.78,
        "x": 0.17,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "Reports of the of the death of the personal investment advisor are premature, at least at RBC Wealth management... [full text of interview]",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "26946f99-13e8-4252-b509-01bc42fbb993",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "We believe the hype around the rise of digital-first investing and resulting displacement of advisors is overplayed, particularly in the Canadian market, which tends to be a bit more conservative in the use of digital compared to markets like the US and Asia.",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd951-ba89-733e-980f-247d32d583ed",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.07
      },
      "kind": "title",
      "text": "RBC Wealth Management: Advisors alive and well at a universal bank with a holistic approach",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea56d4f8-6b9b-48ee-9152-751a716e857b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 25,
      "from": 13,
      "beatId": "8c1794ce-10db-4a78-90dd-7985a2e3a18b",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "The deck presents a clear solution and approach for investment firms to become future-ready",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 25,
      "from": 13,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "1122e850-8678-4217-bfce-6fa648be53d1",
      "evidence": "The deck presents a clear and compelling why",
      "position": 1,
      "objective": "Why is it important for investment firms to become future-ready?",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}