Nick Kavallieratos

Nick Kavallieratos, a managing director and financial advisor at Morgan Stanley, dives into the evolving world of lifestyle planning. He explores how advisors can cater to multigenerational clients, emphasizing the importance of continuous questioning to adapt to shifting priorities. Nick highlights the impact of lifestyle inflation, particularly with travel expenses, and contrasts the spending habits of different generations. He also discusses the potential of AI in personalizing client experiences and encourages advisors to deepen their understanding of client lifestyles.