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Ryan Sullivan, CFP®, CRPC®, ChFC®

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 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.


Current Topics

Videos to help you hone your communication skills to better connect with current and prospective clients
You’re probably on Facebook, but are you using it to build relationships with affluent clients?
How to Prepare for In-Person Events and Optimize Client Communication
Knowing best practices of virtual meetings can help you maximize the opportunities they offer
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Help clients discover how their unique history with money can impact their financial decisions
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Learn 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 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

Ryan's Articles

Happy Annivirtually!
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

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.


The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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