Advisor Sees Over 10x Increase in Prospects with Nitrogen
Diana Kahn increased her prospects from 2 to 3 per month to 3 to 4 per week with Nitrogen, increasing efficiency and experiencing excellent customer service.
Diana Kahn, a fee-only, independent Certified Financial Planner™, shares her experience with the Nitrogen platform in this video. She was able to increase her efficiency and 10x increase her number of prospects, while experiencing excellent customer service. Nitrogen’s customer service and coaching are some of her favorite parts of the tool.
With a career dating back to 1997, Diana has established herself as a knowledgeable and ethical professional in the field of financial planning. Licensed by the CFP® Board of Examiners and a Registered Investment Advisor in the state of Florida, she adheres to a strict code of ethics that underscores her commitment to her clients.
Starting her career with Evensky & Katz in Coral Gables, Florida, Diana has gained recognition for making financial planning accessible to a wide range of clients, regardless of their portfolio size. Her innovative approach has earned her features and quotes in various media outlets. Diana’s educational background includes a degree from the University of Michigan and an MBA from George Washington University, followed by her CFP® certification from the College for Financial Planning.