Expectation management: The missing link in protection advice
Posted by Matthew Chapman | Oct 30, 2025 | Adviser Insights, Everything you need to know | 1 |
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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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.