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Expectation management: The missing link in protection advice

Posted by | Oct 30, 2025 | , | 1 |

Expectation management: The missing link in protection advice

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About The Author

Matthew Chapman

Matthew Chapman is a leading performance consultant, speaker, and coach in financial services, helping major firms and advisers transform protection sales and customer conversations. He has worked with industry giants like Lloyds Banking Group, HSBC Life, and Scottish Widows, driving real results through proven coaching strategies.

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1 Comment

  1. Mark Belch
    Mark Belch on 30th October 2025 at 12:37 pm

    My concern is more about what happens after the advice, when the standards I set and the expectations I manage are undermined by insurers who don’t uphold the same level of professionalism.

    Reply

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