A couple of years into her breakout success in a career she loved, Lisa excitedly negotiated a 15% decrease across the entire risk management program of a new client and delivered their 2nd highest savings since launching an initiative to help save their declining business. 

Arriving at the office with a proposal showing results to increase their bottom line, she also looked forward to sharing that they were able to stay with the same insurance carrier they had been with for the past 10 years. 

Unfortunately, the client did not share the same excitement and she quickly learned that after trusting their previous advisor who had always charged a higher premium, it was difficult for the client to accept that she had managed a 15% decrease with the same company.

Angry and colorful words were screamed, papers were thrown, and a valuable lesson was learned; “there IS such a thing as making your competition look too bad!”