Book Nancy

Involve Nancy Phillips to Make Your Next Event an Invaluable Experience for Your Audience

Nancy Phillips shares essential insights and action steps with audiences who want to prepare their children, grandchildren or students for a successful life in today’s world. She also works with financial professionals who want to help clients talk to their children and grandchildren about money effectively and provides resources to do so. Her mission is to increase the financial life and success skills of our youth globally through sharing key principles with parents, grandparents, educators and financial professionals. She provides answers!

Nancy is the co-author of best selling entrepreneurship book Pushing to the Front with world-renowned speaker and author, Brian Tracy. She is available for speaking engagements and collaborative partnerships with corporations, charitable organizations and academic institutions.

Presentations That Motivate, Inspire, and Educate

With a bachelor in Science, an Executive Masters’s in Business, and twenty years of multi-national corporate work experience, Nancy draws on her personal experiences and global research to share with audiences the essential elements parents must be aware of in today’s world in order to successfully communicate financial life skills with their children that can then develop into good habits and wise decision making over time. Her desire is to provide the building blocks in a simple, relaxed way that takes the “overwhelm” out of financial education and personal success. She puts the concepts into actionable everyday conversations and good practices.  

Featured in ABC News, in Yahoo Finance, CBC News and Kiplinger’s Personal Finance Magazine, Nancy will inform, inspire and ensure your audience takes away “next steps” and action ideas they can immediately apply to transform their lives and the lives of those they are teaching and serving. As they say, the best way to learn something is to teach it! 


For Financial Professionals:

* How to Build Your Business by Helping Clients Talk to Children (and Grandchildren) about Money

For Parents, Grandparents and Educators:

* Teaching Children Financial Life Skills That Can Transform Their Future 

* The Road Map to Teaching Financial Skills by Age

 Nancy does create custom talks for corporations and events. Please include your topic request in your initial email.

Now Booking for Spring/Summer 2022

To inquire about Nancy speaking at your next event, please email 


“Nancy recently spoke at our regional meeting and her presentation was outstanding. The information she shared with us was compelling, at one point there was literally a gasp in the room. Parents need to know how to talk to their kids about money now more than ever before. Nancy is clearly passionate about providing advisors and their clients’ families relevant and easy strategies that can truly impact the financial future and happiness of all generations involved. I was expecting her presentation to be good, but she surpassed my expectations. I would highly recommend her to any organization that wants to help families improve their financial conversations and habits.”

Anthony Ard, B.Comm., M.B.A., Financial Planner, BMO Bank of Montreal

“Nancy Phillips is passionate about helping parents and grandparents inspire our youth and provides effective tools and information to help them support their children to achieve personal success. Her talks transform lives.”

Vrunda Dave, Ph.D., Publisher, Women Entrepreneurs Magazine

“This incredible program shows parents how to help their children prepare for success in today’s world. Nancy Phillips has laid it out simply and effectively so parents finally have a roadmap to follow.”

Brian Tracy, Founder, Brian Tracy International

“Nancy Phillips authored a Parent’s Guide to Kids and Money for our firm, as well as a similar guide (and companion workbook) on teens and money. Her materials and message have been extremely well received by the financial advisors who work with Loring Ward, and Nancy has gone above and beyond to help promote the guides, appearing on a couple of webinars and even a few advisors’ radio shows. Nancy has a strong commitment to education and is passionate about the crucial issue of financial literacy.  Her work helps financial advisors better connect with their clients and children and grandchildren, while reinforcing key financial lessons and best practices. Her message–that parents have a crucial role to play in shaping their children’s financial values and knowledge–is one that cannot be emphasized enough.  Nancy is committed to making a difference and working with firms, families and financial advisors who understand that financial education at any age can make a real difference.”

William G. Chettle, Chief Marketing Officer, Loring Ward Financial Inc. 

“Nancy has dedicated years of her life to create tools to help parents and grandparents
educate their children and grandchildren about financial life skills. Most parents avoid the topic
of money because they don’t know how to address the subject. Sharing Nancy’s material with your clients will be appreciated, it provides value. It is presented in a fun way and Nancy provides action steps that can be implemented immediately. Her framework for managing money is simple, hands on and effective. My hope is that every child will be exposed to her material. It will change their life for the better and the material will guide parents to establish their own GISS method of money management.”

Lloyd A. Litke, B.C. Individual Sales Vice-President,The Canada Life Assurance Company

“Thank you very much Nancy. Where were you 100 years ago?” Jane V., advisor attendee Canada Life Days, June 2013

” Great presentation, one of the best I’ve attended in my 29 years in the business.” John W. advisor attendee Canada Life Days, June 2013

“I brought Nancy Phillips in to speak to my team because I’m always looking for value added services and information that can help our clients. A trusted advisor provides advice on all types of important financial topics; it’s an additional tool to stand out and make a difference. Nancy’s presentation was impactful and allowed me to see the gaps we had as a team as to what we do with parents around the topic of finance. We talk about saving but not the other three components of Nancy’s GISS Method. People need to understand the full picture to truly help their children, and we are more able to provide that framework now. My team is using the information and Nancy’s resources in a variety of ways to help clients, both parents and grandparents.”

Paul Grimm, Investment Sales Manager BMO Financial Group, BC Interior

“Hi Nancy,

Thanks again for presenting.  You did a great job of presenting on financial literacy.  I think the audience reacted well to how you demystified a rather complex topic.  You were engaging and kept the audience captive during the presentation.


Joe Delicato, TD Canada Trust