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Ryan Sullivan, CFP®, ChFC®, RCC™
Vice President and Managing Director
Applied Insights
Ryan’s Full Bio |
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
5 Things About Ryan
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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. |
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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. |
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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. |
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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. |
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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)
Ryan in the Media
Persistence And Continual Learning Help New Advisors Succeed
Investor’s Business Daily, September 2022
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
When the going gets tough, the tough get EPIC
Investment News, May 2023
Contact your Hartford Funds advisor consultant or field specialist for Ryan's availability.
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.