Dealing with Adult Children

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Try this strategy the next time adult children are at the appointment

reverse mortgage newsAdult children. There are many times when they should and can be at their parent’s reverse mortgage appointment. How do you approach such a meeting? When should you arrive? What personality types should you be aware of.

About John Luddy: John has trained reverse mortgage professionals how to be successful when sitting face-to-face at the kitchen table with prospective HECM borrowers. Norcom is looking for qualified loan officer candidates. To learn more call 1-860-507-2582 or email John Luddy here

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1 comment

James E. Veale, CPA, MBT February 23, 2017 at 12:44 pm

In 2005, I arrived at the appointed time. The alpha daughter called us the night before and told us to be on time since she was flying down from Sacramento (to LA).

When we got there everyone was there but the alpha daughter. It turned out her ticket showed an arrival time of 40 minutes after the start of the meeting.

The alpha daughter arrived ready to shut down the meeting, raise her objections, get a vote from her siblings, and fly home in time to pick up her kids from school. When asked if the meeting should be delayed, she said that her plans left more than enough time to do what needed to be done. In fact she scolded me when I started answering a question from another sibling as that was taking time she needed with her father before going back home.

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