{
  "docId": "019dd923-5e88-73ef-bd58-d2f222cac506",
  "docSlug": "33ff0b30c4e3b9bc",
  "documentTitle": "20240222 JF at BAC Conference",
  "authorId": "MorganStanley",
  "authorName": "Morgan Stanley",
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  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
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  "slideType": "roadmap",
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  "density": "balanced",
  "nDataPoints": 8,
  "notes": "The slide uses a process-flow arrow to represent a strategic path, with bar charts nested under each stage.",
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      "kind": "chart",
      "text": "Growth in four key metrics from 2019 to 2023",
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      "kind": "diagram",
      "text": "Add Client Relationships -> Grow Net New Assets -> Migrate to Fee-Based Accounts -> Increase Asset Management Revenues",
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      "kind": "disclaimer",
      "text": "The End Notes are an integral part of this Presentation. See slides 18-22 at the back of this presentation for information related to the financial metrics and defined terms in this presentation",
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      "kind": "metric",
      "text": "Core Client Relationships: 18.2",
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      "kind": "title",
      "text": "Path to Advice: We Have Seen Significant Growth at Each Step",
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      "evidence": "Four growth datapoints stacked to prove the pillar-1 conclusion.",
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      "evidence": "Simple two-bar comparisons chosen for stage-over-stage growth read.",
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      "name": "Small Multiples",
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      "evidence": "Four identically structured 2019/2023 bar pairs side by side.",
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      "evidence": "p6-11 prove pillar 1 (path-to-advice growth); p12-15 prove pillar 2 (integrated platform, AI, lending).",
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      "evidence": "p5 explicit funnel (1A add relationships -> 1B grow NNA -> 1C migrate to fee-based); p6 same funnel with 2019/2023 metric pairs; p7-11 zoom into each stage and the headroom.",
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      "structure": "Top of Funnel -> Stage 1 Conversion -> Stage 2 Conversion -> Bottom of Funnel -> The Leak",
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