# Proven Wealth Advisory: Lead Generation for Trust and Estate Planning in Malaysia, from 14 to 62 Consultations a Month
> Source: https://shakalakaa.my/case-studies/wealth-advisory-lead-funnel-malaysia · Updated: 2026-10-17 · Market: MY
Proven Wealth Advisory

# 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.     Last updated September 2026 Quick answer

shakalakaa took Proven Wealth Advisory, a Malaysian trust and estate planning firm, from 14 to 62 booked consultations a month over six months. Meta Ads, a dedicated landing page and a multi-step qualifying quiz raised the share of consultations that became trust engagements from 8.5% to 22.4%.     Client Proven Wealth Advisory  Industry Financial services  Market Malaysia  Period Month 1 to month 6 of the engagement

## 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.

## The problem

Each engagement is high-value and starts with a consultation with an adviser.

## What we did

## 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 |

## 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%.     Client results

## Work we can show
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## In depth

The supporting detail behind each section of this page, by topic. 4 topics

### 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 system](https://shakalakaa.my/resources/crm-system-malaysia) and a self-serve calendar, with automated WhatsApp reminders and a short brief sent ahead of each consultation.

### Results (month 1 to month 6 of the engagement)

- 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 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](https://shakalakaa.my/services/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

## Keep exploring
       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.      Let's talk

## Let's start the convo.

### Want results like this for your own wealth advisory firm?
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