The Art of Building Client Relationships: Insights from Michael D'Aquila

Update: 2025-02-04

Description

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.

Harbor Capital Details

Harbor Capital Website
Harbor Capital on LinkedIn
Harbor Capital on Youtube
Host Bryan Moore on LinkedIn

Guest Details

Michael D'Aquila on LinkedIn
Heritage Planning Partners on LinkedIn
Heritage Planning Partners Website

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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