Salesforce Integration. Whether it will be via email or social media, though, as a financial advisor you should have a clear plan as to the primary objective of what you want your website visitor to do — is it connect with you on a particular social media platform, or add themselves to your email list, or something else? Grow Your Assets. Ultimately, the reality is that such marketing strategies are really no different than the drip marketing strategies that many financial advisors have engaged in for years, simply delivered — and leveraged — with the power of the internet! We connect you with your best prospects. Have you ever tried building an email list of prospects to drip market to?