Financial services Malaysia

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

Meta Ads, a dedicated landing page and a multi-step qualifying quiz for Proven Wealth Advisory, a Malaysian firm advising on family trusts, business succession and estate protection — measured in qualified leads, booked consultations and consultations that became trust engagements.

The client

Proven Wealth Advisory is a Malaysian wealth advisory firm that structures family trusts, plans business succession and protects estate assets for high-net-worth families, business owners and professionals. Each engagement is high-value and starts with a consultation with an adviser.

The problem

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.

What we did

  • 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 and a self-serve calendar, with automated WhatsApp reminders and a short brief sent ahead of each consultation.

What we delivered

  • 4 funnel stages Problem-aware video, a dedicated landing page, a multi-step qualifying quiz and self-serve booking.
  • 3 advisory lines Family trust planning, business succession and estate asset protection, each with its own audience.
  • 1 landing page built Lightweight static code for fast mobile loading, with enquiries sent straight to the advisers' CRM.

Deliverable counts, supplied by shakalakaa. Not performance metrics.

Results (Month 1 to month 6 of the engagement)

Metric Before After
Booked consultations a month 14 62 (4.4×)
Cost per qualified lead RM 210 RM 68 (−68%)
Consultations that became a trust engagement 8.5% 22.4% (2.6×)
Booked consultations a month — month 2 and month 4 14 28 (month 2, RM 135 per qualified lead) · 45 (month 4, RM 86)
Consultation close rate — family trust planning — 31%
Average asset portfolio — business succession enquiries — RM 1.5 million
Consultation cycle — estate asset protection enquiries — 7 days

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.

What this means for your wealth advisory firm

The plain-language version. In six months the firm went from 14 to 62 booked consultations a month, each qualified lead cost RM 68 instead of RM 210, and the share of consultations that became a trust engagement rose from 8.5% to 22.4%. 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.

Related pages WhatsApp follow-up
Related at shakalakaa performance marketing how we work with enterprise clients

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FAQ

Frequently asked questions

What did shakalakaa do for Proven Wealth Advisory?
Built a four-stage acquisition funnel: problem-aware and authority video on Meta, a dedicated landing page, a multi-step quiz that qualifies on net worth and goals, and self-serve booking with WhatsApp reminders and CRM sync.

What were the results?
From month 1 to month 6: booked consultations from 14 to 62 a month, cost per qualified lead from RM 210 to RM 68, and consultations becoming trust engagements from 8.5% to 22.4%.

Why add friction to a lead form?
Because for trust and estate planning the cost that matters is an adviser's time with the wrong prospect. Mandatory net-worth and goal questions filter out enquiries below the firm's minimum before anyone books a consultation.

Is the RM 68 shakalakaa's fee?
No. It is the client's Meta media cost per qualified lead. shakalakaa does not publish its fees.
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