{
  "docId": "019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "docSlug": "8921baa1a2966ef5",
  "documentTitle": "modern retirement monthly report en",
  "authorId": "UBS",
  "authorName": "UBS",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.776,
  "pageNumber": 4,
  "pageCount": 54,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "other",
  "function": "present_framework",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a Heart-Mind-Wallet framework to guide client discovery.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "bullet_list",
    "icon_grid"
  ],
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/4",
  "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-4",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The first step towards investing for your future is not selecting products or solutions. It is spending time exploring what's most important to you and how you want your wealth to work for you.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41a9-74c8-b372-6a32f4cc7335",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.85,
        "x": 0.06,
        "y": 0.31
      },
      "kind": "framework",
      "text": "Heart, Mind, Wallet discovery framework",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "40934f8e-61e9-40f6-bb46-4ae0c092ed55",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.15,
        "x": 0.06,
        "y": 0.31
      },
      "kind": "image",
      "text": "Icons for Heart, Mind, and Wallet",
      "attrs": null,
      "subkind": "icon-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c48b0275-05bc-48d7-9966-18ca5a8d3253",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.92,
        "x": 0.04,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "The first step towards investing for your future is not selecting products or solutions. It is spending time exploring what's most important to you and how you want your wealth to work for you. Once you understand not only what you own, but why you own it you can take the next step toward financial freedom. Below are some questions to help get you started.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a512d9b-4da6-4b3b-a0d7-0ebe93f12476",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.25,
        "x": 0.04,
        "y": 0.07
      },
      "kind": "title",
      "text": "Uncovering your \"why\"",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "02911474-5eac-49af-8c3c-e2e3ef1958fe",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "35e4914f-2516-4e14-9641-963173ceec52",
      "evidence": "The first step towards investing for your future is not selecting products or solutions. It is spending time exploring what's most important to you and how you want your wealth to work for you.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "Heart-Mind-Wallet",
      "slug": null,
      "matchId": "4fc5e701-27b1-44d8-bb27-487858a4e91c",
      "evidence": "The slide explicitly categorizes discovery questions into these three domains.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [
    {
      "to": 5,
      "from": 4,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "09edc59d-118e-4219-837a-49b2211b6c1d",
      "evidence": "The 'Uncovering your \"why\"' and 'Simplify your financial life with 3 key strategies' sections",
      "position": 0,
      "objective": "Understand the client's 'why'",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.6,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}