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Applied Insights Team
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Ryan Sullivan, CFP®, CRPC®, ChFC®
Managing Director, Applied Insights
Ryan’s Full Bio | Ryan's Speaker Bio
Ryan leads communication workshops around the country and speaks on a variety of financial topics, with a focus on retirement research from the MIT AgeLab. To date, he has provided insights to audiences in 46 states and Puerto Rico, as well as led hundreds of webinars. Ryan is passionate about helping others improve their communication, volunteering with college students, people experiencing homelessness, and those living with Alzheimer’s and dementia. He serves on Hartford Funds’ Diversity, Equity, and Inclusion advisory council, as well as on the NICSA Diversity Project’s outreach committee.
5 Things About Ryan
Ryan volunteers his time teaching public speaking at the University of North Carolina and at a memory care center in Charlotte where he helps engage people living with Alzheimer's and dementia in storytelling.
A standup and improv comedian, Ryan also plays guitar and bass guitar (and occasionally sings when the "more talented" singer needs a break) in a Charlotte-based rock band. His advice to all cover bands: Don't play "867-5309/Jenny" too early in the evening.
Ryan says a sign a meeting went well is when they ask you back.
His number one tip of the road: bring wet wipes on the road. (His wife Katie, is an infectious disease doctor in Charlotte, NC).
He chose a career in financial services because he saw confusion, misinformation, and intimidation, in the industry and felt that he could help people get over those hurdles.
Communication Quick Tips
Videos to help you hone your communication skills to better connect with current and prospective clients
Tips for increasing webinar engagement in 2021
Communicating Confidently in a Crisis
When communicating in a crisis, it’s not just what you say—it’s how you say it
The Dos and Don'ts of Effective Virtual Communication
Virtual meeting technology is a great option for staying in touch with clients
How to Turn Up the Turnout on Virtual Events
March 2, 2021 (25:55)
Communicating to Connect, Part 1
April 2, 2019 (37:52)
Communicating to Connect, Part 2
May 2, 2019 (36:00)
Ryan in the Media
Building an emotional connection can grow your business
Investment News, October 2019
Worried about being bored in retirement? Your financial adviser has a plan
MarketWatch, September 2020
How to Become a Financial Advisor at 40
U.S. News, December 2020
What financial advisers could learn from comedians—no, this isn’t a joke
MarketWatch, December 2018
Contact your Hartford Funds advisor consultant or field specialist for Ryan's availability.
Applied Insights Team Page
Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC.
Check the background of this firm/individual on FINRA's BrokerCheck.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
Links from media articles to a non-Hartford Funds site are provided for users’ convenience only. Hartford Funds does not control or review these sites nor does the provision of any link imply an endorsement or association of such non-Hartford Fund sites. Hartford Funds is not responsible for and makes no representation or warranty regarding the contents, completeness or accuracy or security of any materials on such sites. If you decide to access such non-Hartford Funds sites, you do so at your own risk.
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