If I am reading the question correctly, you are trying to market to financial agents and planners? If so, I have personal experience working within this industry with great success. We have technology that can curate addressable geo fencing that targets financial agents and planners in their homes as well as in their offices. We can geofence every financial planning office and push ads to anyone who enters the buildings. 

At Hagadone we track online behavior and place campaigns that garner actual conversions. We track every dollar spent and drill it down to data that is beneficial to have. There will be a detailed explanation of who your customer is, how they found you, how they engaged on your site and what led them to the conversions set up. Extremely effective with outstanding results.