Proven Wealth Advisory: Lead Generation for Trust and Estate Planning in Malaysia, from 14 to 62 Consultations a Month

Native Meta lead forms brought in enquiries from people without the assets a trust structure is built for, a generic web presence did little for the firm's credibility, and slow follow-up let good enquiries go cold.

In month 1, the audit month, the firm booked 14 consultations at RM 210 per qualified lead, and 8.5% of consultations became a trust engagement.

• Problem-aware video. Ads built around the problems families actually run into — probate delays, frozen assets and inheritance disputes — which outperformed generic growth messages.
• Authority video. Interviews with the firm's senior partners and client reviews, so the first contact already carries the firm's credibility.
• Affluent audience stacks. Meta audiences built on high-value business and professional demographics, with a separate angle for each advisory line.
• A dedicated funnel page. Lightweight static code for fast mobile loading, the firm's credentials and worked examples of trust structures, in place of a generic site.
• A qualifying quiz. Multi-step questions on net worth and goals are mandatory, and enquiries below the firm's minimum are filtered out before they reach an adviser — friction used as a filter.
• Instant booking. Qualified enquiries go straight into the advisers' CRM system and a self-serve calendar, with automated WhatsApp reminders and a short brief sent ahead of each consultation.

• Month 1 is the audit month, before the new funnel launched in month 2; it is not a period before the engagement.
• Sources: Meta Ads Manager (cost per qualified lead); Google Analytics 4 (landing page and quiz); the firm's advisory CRM and Calendly booking records (consultations, trust engagements, close rates, asset portfolios and consultation cycles).
• Costs are the client's Meta media cost, not shakalakaa's fee, which we do not publish.

The quiz did as much work as the ads: it kept low-asset enquiries away from the advisers' calendars.

• What this says about shakalakaa: for high-ticket services we build the whole acquisition path — Meta Ads, a fast landing page with qualification built in, and WhatsApp follow-up — and we measure it in consultations and engagements, not form fills.