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The Art of Building Client Relationships

Insights from Michael D'Aquila

The Active Advisor Podcast (Episode 46)

In this episode of the Active Advisor podcast, host Bryan Moore sits down with Michael D'Aquila, Partner and private wealth adviser at Heritage Planning Partners.

Join them as they discuss:

  • The Spark of Interest in Finance 
  • Transitioning to Heritage Planning Partners 
  • Planning First: A Unique Approach 
  • Building Relationships: Adding Value Beyond Financial Needs
  • Serving Underserved Communities and Clients
  • Leveraging an Extensive Network 
  • The Importance of Mentorship 
  • Navigating the Evolving Landscape of Financial Advising

Michael D'Aquila is a Private Wealth Advisor and co-founder of Heritage Planning Partners, where he helps clients connect their purpose to their wealth. With over 20 years of experience, Michael specializes in creating strategic, straightforward financial plans for busy professionals. A mentor and leader, he guides the next generation of advisors while maintaining a client-first approach. Recognized by Forbes as one of the nation’s top financial security professionals, Michael holds multiple designations, including CFP®, CPWA®, WMCP®, and CLU®. Based in Chicago, he enjoys family time, running, and supporting his daughters’ school and local music community.

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