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[Partner Insights From Equitable Advisors](https://www.financial-planning.com/partnerinsights/equitable) Video # Building an Enduring Advisory Business Published October 21, 2026, 11:00 a.m. EDT | Updated October 21, 2026, 3:02 p.m. EDT 1 Min Read Partner Insights from [Facebook](https://www.facebook.com/dialog/share?app_id=465352490832919&display=popup&href=https%3A%2F%2Fwww.financial-planning.com%2Fpartnerinsights%2Fequitable%2Fvideo%2Fbuilding-an-enduring-advisory-business) [Twitter](https://twitter.com/intent/tweet?url=https%3A%2F%2Fwww.financial-planning.com%2Fpartnerinsights%2Fequitable%2Fvideo%2Fbuilding-an-enduring-advisory-business&text=Building%20an%20Enduring%20Advisory%20Business) [LinkedIn](https://www.linkedin.com/shareArticle?url=https%3A%2F%2Fwww.financial-planning.com%2Fpartnerinsights%2Fequitable%2Fvideo%2Fbuilding-an-enduring-advisory-business&mini=true&title=Building%20an%20Enduring%20Advisory%20Business&summary=Watch%20now%20to%20learn%20how%20advisors%20can%20preserve%20their%20identity%2C%20strengthen%20client%20relationships%20and%20build%20businesses%20designed%20to%20endure.&source=Financial%20Planning) [Email](mailto:?body=Building%20an%20Enduring%20Advisory%20Business%0A%0Ahttps%3A%2F%2Fwww.financial-planning.com%2Fpartnerinsights%2Fequitable%2Fvideo%2Fbuilding-an-enduring-advisory-business%0A%0AWatch%20now%20to%20learn%20how%20advisors%20can%20preserve%20their%20identity%2C%20strengthen%20client%20relationships%20and%20build%20businesses%20designed%20to%20endure.) Experienced financial advisors are operating at a pivotal moment. Join David Karr, Chairman of Equitable Advisors, as he explores what separates thriving advisors from those standing still, how supported independence can help practices scale and why talent development and continuity planning cannot wait. Processing Content Watch now to learn how advisors can preserve their identity, strengthen client relationships and build businesses designed to endure. For reprint and licensing requests for this article, [click here](https://info.wrightsmedia.com/arizent-licensing-and-reprints). [Partner Insights From Equitable Advisors](https://www.financial-planning.com/partnerinsights/equitable)
Thin: Too few words of their own are in the HTML for a page of their kind. Render the rest on the server.
The figures
36 pages, set against the 168,332 sites with figures and 297 in finance.
- Readablehigher is better
- 97%35 of 36 pages
- All 168,332 sitesBetter than 39%297 finance sitesBetter than 28%
Pages whose own text is in the HTML the server sends, enough of it for their kind.
- Cleanhigher is better
- 60%middle page
- All 168,332 sitesBetter than 36%297 finance sitesBetter than 44%
Of the words before script, the share that are the page and not menus, footer and forms.
- Costshown, never scored
- 85,848tokens
- About 2,385 a page
To read every page once. A long page that answers well is not worse for it. Tokens are estimated at about 4 characters each.
How its pages spread on Clean
36 pages measured.
Against its rivals
The sites nearest it by what they do, with figures. Close means similar work, not better.
| Readinghigher is better | Costnot scored | ||
|---|---|---|---|
| Site | Readable | Clean | Tokens a page |
| financial-planning.comThis site, 36 pages | 97% | 60% | 2,385 |
| investmentnews.com99 pages | 100% | None | 2,811 |
| novarecapital.com41 pages | 100% | 55% | 717 |
| mckinleycarter.com5 pages | 100% | 69% | 1,259 |
Fourth of 4 on Readable, second on Clean.
AI crawler access
What robots.txt says to each, as read on October 25, 2026. 5 of 8 may read the site.
| Crawler | robots.txt says | Used for | The line that decides |
|---|---|---|---|
| GPTBotOpenAI | Blocked | Training models | User-agent: GPTBot / Disallow: / |
| OAI-SearchBotOpenAI | Not named | ChatGPT search | Falls to User-agent: * |
| ChatGPT-UserOpenAI | Not named | A page a person asks about | Falls to User-agent: * |
| ClaudeBotAnthropic | Blocked | Training models | User-agent: ClaudeBot / Disallow: / |
| Claude-SearchBotAnthropic | Not named | Claude’s search | Falls to User-agent: * |
| PerplexityBotPerplexity | Not named | Perplexity search | Falls to User-agent: * |
| Google-ExtendedGoogle | Blocked | Training Gemini | User-agent: Google-Extended / Disallow: / |
| bingbotMicrosoft | Not named | Bing and Copilot | Falls to User-agent: * |
3 of 8 are kept out. A crawler kept out never reads a page, however well it is made.
Every page
Worst first. Each opens in Agent View at the top.
4 pages of 36 lose something. Pick a loss to see what to do about it.Open the action plan
Show where it stands
A card, a badge and a line, each with the figures.
A badge for the site
<a href="https://mttr.si/agent-view/financial-planning.com"><img src="https://mttr.si/agent-view/financial-planning.com/badge.svg" alt="Agent View: 97% readable, 60% clean" height="20"></a>
The figures in one line
financial-planning.com in Agent View: 97% of pages readable, better than 28% of finance sites; 60% clean; 85,848 tokens to read all 36 pages. mttr.si/agent-view/financial-planning.com
What to do next
Fix the pages, let an agent do it, and read the site again to see the figures move.
Fix what agents miss
- Give 3 pages a main headingClearer
- Render the rest of 1 page on the serverReadable
Connect your agent
Claude Code, Codex or Cursor reads the site’s fixes over MCP, fixes a page in your code, has mttr read it again, and checks the fix landed.
https://mttr.si/mcpSet up an agent
Claim the site
Prove it is yours with a DNS record or a file. Your agent can then reach its reads and jobs, and set each change to wait for your approval.
Claim the siteDrawn from the HTML mttr fetched on its read of October 25, 2026, not a screenshot, and only from the 36 pages read, where the read stopped at its page limit. An assistant’s own reader may differ. Tokens are estimated at about 4 characters each. A site an agent reads well is not a site an assistant cites.