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Ryan Sullivan, CFP®, ChFC®, RCC

Vice President and Managing Director
Applied Insights


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

Ryan leads communication workshops and speaks nationwide on a variety of financial and practice management topics, with a focus on retirement research from the MIT AgeLab. To date, he has presented to in-person audiences in 46 states and has been a featured speaker on over a thousand webinars.

Ryan also volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for Leadership and Community Engagement. In addition, he volunteers to help empower athletes with disabilities, people experiencing homelessness, and those living with Alzheimer’s and dementia.

Ryan’s been quoted in publications such as Barron’s, Investor’s Business Daily, the Journal of Financial Planning, MarketWatch and US News & World Report. He has earned the Certified Financial Planner (CFP®) designation and is also a Registered Corporate Coach (RCC).


 

Current Topics

Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects

The one big Idea that will change the way you think about retirement

Transfer wisdom, not just wealth

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

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 ...

 

5 Things About Ryan

1

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.

2

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.

3

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.  

4

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. 

5

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. 

FEATURED CONTENT:

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.

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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