Re-inventing the wheel is what most financial advisors are all about.  Your competitive advantage is in knowing that most advisors are "rugged individualists" who take pride in saying "I did it my way."  The idea of following a proven system or financial services business methodology does not appeal to most financial advisors because it was not created by them, and only a small percent have any desire to follow any consistent process.

So, for the few who prefer not to re-invent the wheel, and are happy to provide consistently provide value to your Ideal Clients, know this, you are in the minority.  So, as you implement systems and processes which have been proven to provide not ordinary, but extraordinary value to clients, don't despair as you contemplate the effort ahead.  Bear in mind that those financial advisors who have gone before you in the lives of all your future Ideal Clients might have made a convincing argument at the beginning of the relationship but ultimately could not "deliver on the promise."  Doing things "their way" didn't work, their good client left.  

By following a methodology long-proven by others you will win, you will "deliver on your promises," and you will be indispensable to every Ideal Client.