INTRODUCTION
DISCUSSION - DREAMS
FUTURE STATE - DREAMS
Q&A - AUDIENCE
CLOSING REMARKS
HOW TO CONNECT WITH ME
N T R O D U C T I O N
Private wealth advisor with 15+ years of experience working with uniquely successful individuals and families.
Expertise in advising founders pre and post transaction, estate planning, asset allocation, asset location, and the complexities that come from having wealth.
In 2023 Bre moved her practice to UBS Private Wealth Management to join the renown PSS Partners team.
Bre received her M.S. in Finance from the University of Denver (2010) and her B.S.B.A. in Finance and Real Estate from the University of Denver (2009)
Originally from Jackson Hole, WY, she now lives outside of Boston, MA with her husband and two kids, Harper (4) and Mason (2)
Bre serves as a 5th generation family member on the Gilbane Family Council, facilitating best practices for family business governance, and created NextGen programing.
ACHIEVE YOUR GOALS THROUGH
While fulfillment and purpose does not come from having moneymeeting your financial goals can help you reach your other goals.
ACHIEVE YOUR GOALS THROUGH MICRO-DREAMS
RETIREMENT
EDUCATION
NEXT PHASE
VENTURE / ENTREPRENEUR PHILANTHROPY
Marketing, branding, and communications leader with 15+ years’ experience across non-profit, private, corporate, and consulting sectors.
Representing Fortune50 brands, Emily has built corporate narratives and brand campaigns across marketing, public affairs, and communications functions.
In 2022, Emily Jacob Agency formed. In less than two years, Emily achieved $250K in gross revenue, closed 15 clients across small business, non-profit, forprofit, and consulting work, and spoke at (5) events in support of her book.
In 2022, she became the bestselling author of A Wilder Eden: How to Keep Dreaming in a World of Disappointments, with more than 1000 copies sold.
Emily received her M.S. in Marketing from Johns Hopkins University (2018) and her B.A. in Communications from University of Maryland (2008). She holds her Real Estate license in Texas.
Lived in Kenya and Korea on volunteer and professional assignments. Emily serves on the board of She Saves a Nation, a non-profit for women in Kenya.
She is a student of classical piano for 20+ years, and half-Ironman finisher.
In 2022, Emily became the bestselling author of A Wilder Eden: How to Keep Dreaming in a World of Disappointments, with more than 500 copies sold.
Emily s “Keep Dreaming” podcast on Spotify offers a chapter-by-chapter audiobook of A Wilder Eden for listeners to enjoy.
A Wilder Eden has been featured through events and editorial with: Soho House, Women of Austin podcast, UBS, Sing your Song podcast, Purpose Woman Magazine, Grit & Virtue blog, Propel Women, BookPeople, Johns Hopkins University and more.
Emily frequently speaks around themes of the book to women in professional and spiritual arenas.
WHATEVER YOU DO, DO IT ON PURPOSE.
Whether developing your personal or professional brand, I will help clarify your brand purpose, establish your voice, visual identity, and storytelling strategy, and execute the campaigns, assets and narratives needed to advance your product or service.
While many focus on marketing for selling specific products, I holistically brand businesses and provide marketing services for business development and strategy for in-house operations that enhance the user/customer journey.
WHY DO WE SELF-SABOTAGE OUR DREAMS?
WHY DO WE FEEL UNWORTHY?
HOW WE MOVE THROUGH TRIALS AND PAST DREAMS?
PAST FAILURE
PRESENT FEAR
PROJECTIONS FOR FUTURE
While we can't rip out the pages of our lives, we are not narcissists of our narratives.
Amid the death of dreams, reimagine your story and pick up your pen again.
The dead dream (held, never held) 1.
The deferred dream (pending, on hold) 2.
The detoured dream (pivoting, adjusted) 3.
Acknowledge – Grieve, Lament
Ask – What lesson can I learn?
Accept – Surrender versus Resistance
Adapt – Be agile, soft, flexible
Let go by Deloitte due to re-org > Opened the door to start my business
Rejected by 15 literary agents > met my publisher through a friend’s wedding
Fired a client who was manipulative > made space for better clients
Runner up 5x for jobs due to “lack of people management skills” > some of those companies ended up rotating through multiple people in those roles
No’s from various clients > realizing those clients would have been stressful
The life I didn’t expect > the life I’m blessed to live out
Do what you love, and the money will come.
Remember
- What makes your soul sing?
- Who are you?
Rehearse
- What limiting beliefs do you hold?
- Are you speaking the truth to yourself?
Re-center
- What truly matters to you? (Person, Place, Product)
- What is your current dream?
Recognize
- Have you ever vocalized it?
- Who in your community can help you?
I wonder where I’d be if I hadn’t dared to daydream.
ROO PANOS
Cut off
- What do you need to say no to?
- Do you have good boundaries?
Crystallize
- Write the Vision, the Plan
- Micro-dream: do the next thing
Courageously Go…
- Ask your boss/leader
- Ask your community
- Ask your funders
Co-Create
- Our best work is never done alone
Are you choosing the path of greatest resistance or least resistance?
How can you maximize your flow state?
How can you lean into your dreams?
Take 2 minutes to sit with your thoughts, ideas, and hopes.
WHAT DREAM HAS DIED?
Acknowledge Ask Accept Adapt
WHO AM I TODAY? Remember Rehearse Re-Center Recognize
WHERE AM I? HOW CAN I THRIVE? Cut off Crystallize Courageously go Co-Create
Acknowledge & grieve the problem, pain and disappointment - what have you lost or not seen fulfilled? What are you believing about the future?
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1. Ask yourself the hardest question of all: What if X, Y or Z NEVER happens?
Accept the current boundary lines as pleasant in your life - do you feel surrendered to the plan for your life?
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3. Adapt a flexible mindset to your journey - What purpose does God / the Universe have for your life right now? Are you willing to believe that good things are in store?
“The days grow long, and every vision comes to nothing.” Ezekiel 12:22)
Remember who you are 1. Rehearse truths about who you are – are you looking at your dreams in light of the bigger story and your ultimate purpose?
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2. Re-center your inner child – what brings you joy, strength, freedom and grounding?
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Realize your worth, potential, sphere of work, identity and overall purpose – how does a true perspective of yourself give you confidence to step out in faith and pursue opportunities? Where can you pursue your dreams even while facing the reality of your loss or unfulfilled dream?
Where am I and how can I thrive?
Cut off distractions – what is sowing discontentment/comparison? 1. Crystallize your present resources, goals, and opportunities to pursue your dream – are you being a good steward of your time, money, networks, and current position in life? If not, are you living as if the real living starts tomorrow?
2. Courageously step out and plant seeds in the garden of your dream, even if a mustard seed –what does it look like to be faithful and fruitful in the short-term?
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3. Co-create with your community – in your story, dream, artistic expression, vocation – it takes a village to realize our dreams. How are you engaging others in your journey?
“My bones are dried up, and our hope is ost we are indeed cut off. Beho d, I w ll cause breath to enter you, and you shall live I w ll open your graves and ra se you from your graves O my people And you sha l know that I am the LORD, when I open your graves… And I wi l put my Sp rit within you and you sha l live, and I wil place you n your own land Then you shall know am the LORD I have spoken, and I w ll do it (Ezek el 37)
“Th s land that was desolate has become l ke a garden of Eden, and the waste and desolate and ruined cities are now fort f ed and nhabited I am the LORD; I have rebuilt the ruined places and replanted that wh ch was desolate ” (Ezekiel 36 35-36)