We had the good fortune of connecting with LUKE ERVIN and we’ve shared our conversation below.

Hi LUKE, how has your perspective on work-life balance evolved over time?
Like many career-minded individuals, there are many factors that change your work-life balance over time.

When I was young and getting started, I was excited and hungry to learn. I was in the office early, stayed late, and asked a lot of questions. I was single at the time, so most of my time was focused on work and my career. The balance was in ‘work’s’ favor.

As I became more experienced in my career and had more clients, I was still in the office a lot. But once I met my wife and got married, it started to change. I had more reasons to be home and spend time with my family and friends. I could see that there was more to life than just work.

When I had my two beautiful children, that is when I got serious about balancing out work and life. When you are a parent, you don’t have much choice. I rarely work weekends now. When I have a work trip, I make it as short as possible so I’m not away from home for extended periods of time. Social and fun activities are not just networking happy hours but also include play dates and birthday parties.

This is the beauty of maturing in your life, the balance comes through natural occurrences and thoughtful planning.

How do you think about the balance?
50/50 balance doesn’t exist, and people should not try to achieve it. That will drive you crazy. But you can have balance, and it’s as flexible as you are. There are times of the year or economic environment that demands I be on call and available for my clients. I’m lucky to have a wife that is understanding, and we balance each other with our life duties. Other times, she’s busy, and I can free up to provide her more support to focus on her work.

The right amount of balance is what’s right for you. No one can tell you what that is but yourself.

Alright, so for those in our community who might not be familiar with your business, can you tell us more?
The first half of my career was spent at Smith Barney (now Morgan Stanley) where I worked mainly with Corporate Executives seeking guidance on their corporate stock plans (options, restricted stock, etc.). Then the last nearly ten years I have been at UBS, where the majority of my time is spent working with Entrepreneurs and Business Owners, helping them with pre-liquidity planning as they look toward selling their business in the near future.

When you move up the career ladder, whether it’s corporate or entrepreneurial, there are hard times. I had positions and bosses I didn’t like.

What are the lessons you’ve learned along the way?
I’ve always been an outgoing person and considered my communication skills a strength. But when you start to work with people in planning and making decisions about their money, you need to learn a whole new set of communication skills. It’s essential for wealth managers to understand and address their client’s needs, concerns, and goals. Wealth managers should have the ability to communicate complex financial concepts in simple terms. As well as be sensitive to the client’s emotions.

I’ve certainly learned to be adaptable. The financial industry is constantly evolving, and wealth managers need to adapt to changes in the market, regulations, and technology. They should be proactive in learning new skills and technologies that can benefit their clients.

Most of all, I’ve learned to be patient. Wealth management is a long-term game, and you need to be patient and persistent in helping your clients achieve their financial goals.

What do you want the world to know about you or your brand and story?
I have always used the approach of trying to be relatable and leading by example. I believe when my team and clients see me getting my hands dirty with a smile on my face, they understand that I’m willing to do what needs to be done for them. No ego here…just a passion for what I do.

If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc. In your view what are some of the most fun, interesting, exciting people, places or things to check out? Day1: Coronado – Hotel Del – https://hoteldel.com/
Day 2: La Jolla Cove – https://lajolla.com/guides/la-jolla-cove/
Day3: Swami’s Beach – https://www.californiabeaches.com/beach/swamis-beach/
Day4: Las Olas – https://www.lasolasrestaurant.com/
Day 5: Balboa Park – https://www.sandiego.org/articles/balboa-park/balboa-park-san-diego.aspx

Luke Ervin is a Financial Advisor with UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC in {add branch address}. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not an recommendation nor is it intended to provide individually tailored investment advice. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc. UBS Financial Services Inc is not affiliated with any of the entities mentioned.

Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
EO San Diego Chapter! My Rotary Club – LaJolla Golden Triangle

Website: https://advisors.ubs.com/mfbg/

Linkedin: https://www.linkedin.com/in/lukeervin/

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