If you're feeling like your actions towards financial success are not working, then this episode is for you!
"If you're interested in financial services and you can identify a particular group that needs a particular solution, that could be your lane."
Tremaine Wills is an investment advisor, tax strategist, accountant, and owner of Mind Over Money. She is a Hampton University grad and a lover of black women doing great things.
This is Tremaine Wills' story...
Tremaine Wills grew up with a single mother and experienced a lot of financial trauma in her childhood. This trauma led to her self-sabotaging her own wealth and not believing that she could be wealthy herself. In 2014, she started coaching people on financial matters and helping them to overcome their own financial trauma. In 2020, she decided to open her own RIA and become a financial advisor. She has since been on a journey of shedding her old belief system and growing into her new role.
In this episode, you will learn the following:
1. The journey of self-transformation that an individual must go through in order to become a successful financial advisor
2. The importance of mindset in financial success
3. The impact that one's upbringing and experiences can have on their ability to give financial advice
Resources:
Mind Over Money - https://mindovermoney.net/
Connect with Tremaine on LinkedIn - https://www.linkedin.com/in/tremainewills
Follow Tremaine on IG and Twitter - @tremainewills
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Website https://www.thekeystotheofficepodcast.com/
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CONTACT
For all business inquiries, please email: thekeystotheoffice@gmail.com
Phone Number: (804) 766-5768
Chief Operating Officer
Tremaine Wills, MBA, is an Investment Advisor, Tax Strategist and Accountant. She is the owner of Mind Over Money, LLC, a Register Investment Advisor firm, where she focuses on helping ambitious black women entrepreneurs manage their personal and business finances. Tremaine is a Certified Financial Education Instructor and is passionate about building wealth in our community. This passion led her to create and build Greater Academy and Greater Elite, programs that help clients get comfortable with investing, taxes and wealth accumulation. Last year, the new investors in her programs invested over $1.2 Million and saved thousands of dollars in their tax liability with help from proper tax planning. She was recently named Top 50 under 50 by the Association of African American Financial Advisors, Top 100 Financial Advisors by Investopedia and nominated for Entrepreneur of the Year by Black Brand, the Hampton Roads Regional Chamber of Commerce. Tremaine has been in a myriad of notable publications to include Wall Street Journal, Forbes, Yahoo Finance and Business Insider.