Bill Hartley
🔥Active· Mentor & super-connectorTrustedmentorconnectorboardRetired carrier CEO · board member · Boards: two mutuals and an insurtech (fictional)
Next action: Monthly call — ask for read on Stonebridge board appetitelast touch 2026-06-23
✎ Update status / next action
Relationship Intelligence
How we're connected and how strong it is
- How we met / origin: My former CEO, two carriers ago; 20-year mentor relationship.
- Mutuals: Practically everyone — sourced Priya, knows Sarah's old boss, sits near Stonebridge's board.
- Strength rationale: Calls monthly without being asked; opens doors freely.
✎ Edit
Business Context
What's going on in their world that matters to us
- His world: Board seats, industry dinners, quiet kingmaking.
- Where he helps: Credibility transfer and warm intros at the CEO/board level.
✎ Edit
Engagement Strategy
The plan for moving this relationship forward
- Next best action: Monthly call is sacred; bring him one good story and one specific ask each time.
✎ Edit
Notes
- Ask about his sailboat restoration (fictional detail).
✎ Edit
Interaction Log
＋ Log interaction
- 2026-06-23— Call
Monthly call. Told him the Atlas story; he connected it to a mutual whose board he sits on — possible late-year intro. He nudged again on Robert Ellis: > "Don't overthink the studio thing. Run the numbers." Next: bring Stonebridge board question to next call.
- 2026-05-23— Lunch
Lunch in Charleston. Career-level conversation about the practice mix: advisory vs. operating roles vs. venture. His advice: keep 60% advisory, one operating seat max. Introduced the Robert Ellis studio idea.