{
  "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": 5,
  "pageCount": 54,
  "prevPage": 4,
  "nextPage": 6,
  "slideType": "other",
  "function": "present_framework",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The framework is explicitly named 'Liquidity. Longevity. Legacy.' and is a proprietary UBS wealth management approach.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "other"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/5",
  "deckHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-5",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-41a9-74c8-b372-4da4c551e1c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.85,
        "x": 0.11,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1b75c466-ab3d-4171-aedb-3cea1b6b086e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.9,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "framework",
      "text": "Liquidity. Longevity. Legacy.",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5567c1c3-3b6f-4c00-b05f-7c304e179f58",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.04,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "The Liquidity. Longevity. Legacy. framework",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "16f37b0f-709a-4af5-acb2-a5b51d4b1ef7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.04,
        "y": 0.07
      },
      "kind": "title",
      "text": "Simplify your financial life with 3 key strategies",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "400d9a5e-ec1b-416a-b7c2-901b5f30eeb3",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "Liquidity. Longevity. Legacy.",
      "slug": null,
      "matchId": "ba5c4b71-d9b5-4dd7-9e0c-779988ac77fb",
      "evidence": "Explicitly named in the slide as the framework being presented.",
      "confidence": 1
    }
  ],
  "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
}