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Ryan Sullivan, CFP®, CRPC®, RCC

Vice President and Managing Director
Applied Insights

PDF Ryan’s Full Bio   |   PDF Ryan's Speaker Bio

Ryan leads communication workshops around the country and speaks on a variety of financial and practice management 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 over a thousand webinars. Ryan is a Certified Financial Planner (CFP®) and Registered Corporate Coach (RCC™), and he serves on Hartford Funds’ Diversity, Equity, and Inclusion advisory council. He’s an avid volunteer, leveraging his communication expertise to help empower college students, athletes with disabilities, people experiencing homelessness, and those living with Alzheimer’s and dementia.


Current Topics

Simple ways to generate leads
Help clients discover how their unique history with money can impact their financial decisions
Videos to help you hone your communication skills to better connect with current and prospective clients
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
A step-by-step approach for leveraging LinkedIn to grow your business
For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.


5 Things About Ryan


Ryan volunteers his time teaching public speaking at the University of North Carolina and leads workshops at a memory care center in Charlotte, where he engages people living with Alzheimer's and dementia in interactive storytelling.


The volunteer opportunity Ryan enjoys most? Announcing games for Miracle League baseball, which is for young athletes living with disabilities. According to Ryan, there is no better smile than on a Miracle League player who's about to score for their team.


Ryan performs improv comedy and teaches applied improvisation workshops, having studied at The Second City theater in Chicago. The highlight of Ryan's comedy "career"? Performing a 20-minute set with The Second City improv troupe to a sold-out audience. Sadly, Ryan's agent never got a call from Second City — in part because Ryan doesn't have an agent.  


Perhaps too fond of the '80s, Ryan also plays guitar and bass (and occasionally sings when the "more talented" singer needs a break) in a Charlotte-based rock band. Ryan's advice to all cover bands: Don't play "867-5309/Jenny" too early in the evening. 


Ryan says he's honored when asked to speak with a financial professional's clients. A sign a client presentation went well? When the financial professional asks you back to speak at another event. 


Communication Quick Tips
Videos to help you hone your communication skills to better connect with current and prospective clients

Ryan's Articles

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

Ryan's Podcasts

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)

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.

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