What The Whopper Can Teach Advisors

When was the last time you had a Burger King Whopper?

I know, I know. We are all supposed to be getting healthier. Fast food burgers may not be on your radar anymore. But think back to the last time you were on the road, hungry, and fast food was your only option. Odds are Burger King wasn’t the first spot you thought of.

For the team at Burger King, that was a Whopper of a problem.

Burger King just did something most brands won’t

This week, Burger King announced the first changes to its signature Whopper in nearly a decade. New premium bun. Creamier mayonnaise. A clamshell box instead of paper wrap that left the burger smashed before you ever opened it.

But the more interesting part isn’t what they changed. It’s how they talked about it.

Burger King president Tom Curtis didn’t put out a polished press release and call it a day. He gave out his personal phone number and spent up to six hours a day taking calls from real customers. Over 12,000 calls. He listened, confirmed what people were frustrated about, and then told them clearly what changed and why it was better for them.

That’s not a marketing move. That’s a leadership move.

And it’s also, surprisingly, a playbook that every financial advisor should be paying attention to.

The old “good enough” assumption is costing people customers

Burger King had been making real improvements even before this week’s announcement. Stores were getting updated. Sales were ticking up. US same-store sales rose 3.2% in their most recent quarter. Progress was happening.

But customers didn’t know about it.

If you didn’t hear anyone talking about it, if nothing looked or felt different the last time you drove past one, it didn’t register. Improvement that isn’t communicated is invisible.

Fast food used to be a price-driven decision. You went because it was cheap. But fast-food prices have outpaced general grocery inflation, and consumers now ask a harder question: why should I choose this over cooking at home or going somewhere better? The old default answer, “it’s fast and affordable,” no longer holds automatically.

If Burger King wants customers back, they have to earn them. And earning them means explaining the value clearly, not just delivering it quietly and hoping people notice.

Sound familiar?

Advisors make this same mistake constantly

Think about the improvements you’ve made to your practice over the past year or two.

Maybe you upgraded your technology. Maybe your BD rolled out a new website. Maybe you brought on additional support staff. Or maybe you switched firms entirely and now your clients have access to better technology, more products, and benefit from the better back-end support you are receiving.

Did you tell your clients? Not just in a compliance disclosure. In a real, human way that connected the dots between the change and what it means for them?

Most advisors don’t. They make the improvement, they move on, and they assume the benefit will be felt naturally over time.

Sometimes it is. But in an attention economy, where everyone is competing for the most limited resource on earth: your clients’ time and focus. You cannot afford to assume.

The attention economy doesn’t reward quiet progress

Your clients are not sitting around waiting to notice that your planning tools got better. They are managing their jobs, their families, their own financial anxieties, and somewhere in that mix, they have a relationship with you.

When something changes for the better, that is a window.

Not a moment to brag. A moment to connect.

“We recently upgraded our planning platform and I want to walk you through what that means for how we work together.”

“Our firm rolled out a new reporting tool and your next summary is going to look different, and better. Here’s why.”

“We’ve made some changes that mean faster turnaround on your requests. I want to make sure you’re taking full advantage.”

These aren’t awkward conversations. They’re the conversations clients actually want to have. They want to feel like they’re getting more, not just paying more.

If you made a move, this matters even more

For advisors who transitioned to a new broker-dealer, the communication window is not just an opportunity. It’s a responsibility.

Your clients accepted the change because they trust you. Now show them why it was worth it.

Don’t make them guess. Walk them through it:

  • The technology they’ll interact with is faster and cleaner.
  • The product access you now have is broader.
  • Back-end support is stronger, which means your response time to them improves.
  • You made this move to serve them better, and here’s specifically how that plays out.

The advisors who do this well don’t just retain clients through a transition. They deepen those relationships. Because the clients feel seen, not just moved.

You don’t have to be making a move to use this playbook

Even if you’re exactly where you are now and have no plans to change anything, the principle applies.

Build time into every scheduled client meeting, even just five minutes, to highlight something new. A tool they haven’t used. A planning capability that now applies to their situation. A service change that makes their experience smoother.

Send a short email when something meaningful upgrades. Not a newsletter blast. A direct, personal note that says: here’s what changed, here’s why it matters to you.

It doesn’t have to be dramatic. It just has to be intentional.

Burger King spent seven months reworking their bun, their mayo, and their packaging. Then they spent more time on the phone explaining exactly why each change made the burger better. They didn’t leave it to the customer to figure out.

Don’t leave it to your clients to figure out either.

The bottom line

Improvement without communication is just change. It moves things around but doesn’t move people.

The advisors who build the strongest client relationships aren’t necessarily the ones with the most resources. They’re the ones who help clients feel the value of those resources consistently.

Burger King just reminded a lot of people why they fell in love with a Whopper in the first place. Not by changing everything, but by fixing what wasn’t working, and then being direct about it.

You have more to offer your clients than you’re probably telling them.

Be bold. Tell the story.

A move to a new broker-dealer gives you more than something to talk about. Done right, it can be one of the most significant financial events of your career, generating a meaningful cash event while positioning your practice for stronger growth in both the near and long term.

That’s where 3xEquity comes in. We manage the entire process for you, from securing offers across top broker-dealers to scheduling meetings and negotiating the best possible package. You focus on your clients. We handle the heavy lifting.

If you’re curious about what a transition could look like for you, get started now at 3xEquity.com.

 

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