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The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

How to FACE Adversity

April 28, 2020
3:00 PM - 4:00 PM


Walks through proven tips to use Facts, an Action plan, Confidence and Empathy more effectively when communicating with clients in challenging times. Tips include how to share information so clients will remember it, how to stay in consistent contact, and why to avoid two of the three types of empathy right now. 

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Ryan Sullivan, CFP®, CLU®, ChFC®
Manag ing Director, Strategic Markets

Ryan Sullivan is a managing director of strategic markets for Hartford Funds. He travels extensively and is responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes. Ryan has been an invited speaker on a variety of financial topics nationwide and has had the good fortune to address groups in 46 states and Puerto Rico.

Ryan originally joined the organization in 1996 and held various roles of increasing responsibility, leaving the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, he founded a business to coach professionals on public speaking and the improvisational mindset, something he continues to do in a volunteer capacity today. He was then vice president and head of investor education for PIEtechSM, the creator of MoneyGuidePro®, a leading financial-planning software program for financial advisors. Ryan is a registered representative of Hartford Funds Distributors and is FINRA Series 7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor® (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute.

Originally from Hartford, Connecticut, Ryan attended Bucknell University where he received a bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie.

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