Brendon Elliot

Episode 88: Brendon Elliot

EP 88 with Brendon Elliot from July 4, 2024

Brendon W. Elliot has been in financial services for over 14 years. In 2013 Brendon was made a Partner in the Boston General Office of New York Life. In 2017 he founded Cornerstone Financial Group, LLC to provide more extensive and personal service. Here, he still maintains an agency relationship with New York Life and the Boston General Office but is not exclusively restricted to New York Life and their products.

Brendon takes a fully integrated, proactive approach to financial planning, custom to each individual client’s needs. His focus is working with individuals, small businesses, young families, and retirees/pre-retirees, while also providing options for wealth protection.

Brendon is currently insurance licensed in nineteen states and holds the Series 6 & 63 licenses with FINRA.

During this episode, we chat about:

  • What influenced Brendon to pursue a career in finance
  • How he knew when it was time to start his own business
  • Advice he has for business owners managing their finances
  • Why people work with him
  • How he built his team
  • His story of starting Networking Group USA
  • Networking tips

And more. Tune into this episode as we dive into all things money and networking!

Access the full transcript here.

Watch the episode on YouTube here.

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