To illustrate how important working with small business owners and entrepreneurs is to Cerrina Jensen, the California adviser recalls an old job where her then-supervisor essentially told her to lie to potential clients.

“I had a boss once tell me that the presentations I was trained to deliver were complicated by design. It was an intentional strategy to make it so confusing to the client,” she recalls. “And I [thought], ‘Oh my, this is so backwards thinking to me.’”

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