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Jun 28, 2021

Restricted Product Shelves, Proprietary Products And More

by Ken Kivenko
In theory, it’s great when the person you go to for advice can say, “I have just the right solution for your problem.” However, real-life salespersons (advisors) who sell from a restricted product shelf may be affected by conflicts-of-interest. A restricted product shelf has constraints on what products the advisor can recommend. If the restrictions limit the advisor to recommend only proprietary products, he/she is unable to offer the best advice. The Canadian...
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