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July Networking Luncheon | Be an EXPERT in Your Field with Laurie Itkin

July 11, 2018 @ 11:30 am - 1:00 pm

Become an Expert in Your Field and Blow Your Competition Out of the Water

There are real estate agents, financial advisors, therapists, coaches, attorneys and other service providers on every corner. How do you attract clients and stand out from the competition? The answer is being perceived as an expert by your prospects, existing clients, and referral partners.
So how do you not only become an expert in your field, but be perceived as an expert?
In this educational and entertaining talk, Laurie Itkin will share how she completely changed careers and reinvented herself from a laid-off corporate lobbyist to a nationally-regarded financial advisor and thought leader. She quickly became profitable and served more clients than she ever imagined by successfully positioning herself as an expert.
By taking actions to position yourself as an expert (even before you feel like one), you too can rise above your competition. You’ll learn how to:
1) Develop your personal story that resonates with your target market
2) Write a non-fiction book and recoup your investment
3) Improve your public speaking skills even if it terrifies you
4) Build a network of referral partners
5) Turn your best clients into your champions
6) Motivate yourself to keep learning, improving and taking on new challenges

About Laurie:
Laurie Itkin is a financial advisor, wealth manager, and certified divorce financial analyst (CDFA). She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named her one of the top 100 most influential financial advisors in the country two years in a row.
As a wealth manager at Coastwise Capital Group, Laurie manages the investments of clients’ brokerage, trust and retirement accounts. Through her financial consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process.
Laurie frequently appears as a guest expert on investing and personal finance on television, radio and podcasts. She has been quoted in numerous publications including the San Diego Union Tribune, Chicago Tribune, U.S. News and World Reports, and Forbes. She is also a contributing writer for Worthy.
Laurie has a talent for communicating arcane economic and investing subjects in language that everyone can understand. She volunteers as a pro-bono financial planner for the San Diego Financial Literacy Center and mentors women launching new businesses as a board member for Hera Labs’ Business Accelerator. She earned her B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.

Crust’s Amazing Menu:

Buffet Set-up
2 salads
Either House or Caesar
Either Chopped or Beet

2 pastas
Penne with Chicken- Creamy Tomato Sauce with grilled chicken, arugula , and Parmesan cheese

Cheese Ravioli with marinara and meatball

We often leave pastas plain and put out sauce on side and people can mix and match. Works well for a group. We can also put vegetarian marinara for those that don’t eat meat

Assorted pizzas

Members – $18 Non-Members – $25

All are welcome!


July 11, 2018
11:30 am - 1:00 pm


Alfonso’s Solana Beach
437 South Highway 101
Solana Beach, CA 92075 United States
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