Areas of Expertise
- Business development
- Digital engagement
- Advisor business strategy
Harley serves as a Managing Director for the Independent Advisor Solutions by SEI (IAS) Distribution and Engagement Team. In this role, Harley is responsible for influencing and building digital messaging and tools that support independent financial advisors and their clients. Building on his long career as a client-facing, business development professional, Harley focuses on digital strategy that increases advisor and investor engagement, and is a catalyst for collaboration and learning across IAS.
Harley joined SEI in 2005 and most recently served as a Regional Director, where he was responsible for engaging advisors and consulting with them in the areas of efficiency, growth strategies, and investment and planning recommendations.
Harley graduated from Temple University with a bachelor’s degree in psychology. He later returned to Temple for his MBA in strategic management. Harley is also a Certified Financial Planner™ professional and holds FINRA Series 7, 63, and 65 licenses.
Recent Articles from Harley Nager, CFP®
Why human connection should be your top priority How to cultivate your firm’s culture, and why it’s so important to your success
Small advisor firms: Why my money is on David, not Goliath Smaller firms may lack the muscle power of large RIAs, but they have powerful advantages like focus and personalization
Tis' the (Conference) Season A close look at what’s top of mind for advisors this year
Custody Matters – It’s Time for a Techstodian℠ Today’s custodian can provide an ecosystem that lets an advisor offer more value