The 3 Steps for Leveraging Your Practice to Create Generational Wealth

Presented at DE Principles of Practice Management Conference 2023 in Las Vegas, Nevada.

Presented at DE Principles of Practice Management Conference 2023 in Las Vegas, Nevada.

Attend live? Click here to claim your credits.

Dentists are in the unique position to be able to turn their practice into a passive income source while at the same time creating profit pockets to multiply wealth. In this high energy, inspiring presentation, you will learn 3 steps to leverage your practice to create wealth. You will also learn how to get your team aligned, how to create processes for accountability, and the exact systems million dollar plus practice owners are leveraging to grow their wealth. This presentation is also designed to introduce you little known ways to reduce taxes and tax-free strategies to build passive income. 

Learning Objectives

  • Understand the circle of focus for profitability and how to build a roadmap to hit your goals faster
  • Discover which systems and leverage lead to the team by in, higher case acceptance, and the ability to grow by 45% plus in one calendar year
  • Discover little known ways to empower your team to become stronger leaders and get excited about growing the practice 
  • Learn how to multiply wealth by leveraging profit pockets taken from your practice 

About the Presenter

Founder of the Delivering WOW Dental Education, Dr. Anissa Holmes helps practices grow by focusing on leadership, effective case presentation, schedule & systems optimization and implementing high return marketing. While others are helping their clients have multiple six-figure years, she is actually helping her clients have multiple six figure months.

Dr. Holmes has been named one of Ultradent’s Female Icons of Dentistry, Dental Product Report’s TOP 25 Women in Dentistry, and has been featured in top publications such as Dental Economics, Dentistry IQ, Dental Products Report and Entrepreneur Magazine. Dr. Holmes is also the authore of the best selling book, Delivering WOW: How Dentists Can Build a Fascinating Brand and Achieve More While Working Less.

In addition to coaching and being an International Dental Speaker, including being the business keynote for the 2022 AACD annual session and the business speaker for Catapult Education, Dr. Holmes has been a featured speaker at Social Media Marketing World and Funnel Hacking Live. Dr. Holmes is also dentistry’s leading digital marketing expert, having trained over 5000 practicesto leverage social media to ffectively grow their practices and her Delivering WOW Dental Podcast has listeners in over 125 countries. Learn exactly how she is empowering doctors to delegate and elevate their teams, how to know exactly what to focus on to grow and scale your practice, and how to translate the latest marketing
strategies so you too can implement t6hem in your business.

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Course Includes

  • 1 Lesson
  • Course Certificate
  • CE credit(s): 1.5

    Course Type: Live Conference

    Published Date: October 13, 2023

    This continuing education (CE) activity was developed by Endeavor Business Media with no commercial support.

    This course was written for dentists, dental hygienists, and dental assistants, from novice to skilled.

    Educational methods: This course is a self-instructional journal and web activity.

    Provider disclosure: Endeavor Business Media neither has a leadership position nor a commercial interest in any products or services discussed or shared in this educational activity. No manufacturer or third party had any input in the development of the course content.

    Requirements for successful completion: To obtain 1.5 CE credits for this educational activity, you must pay the required fee, review the material, complete the course evaluation, and obtain an exam score of 70% or higher.

    CE planner disclosure: Laura Winfield, Endeavor Business Media dental group CE coordinator, neither has a leadership nor commercial interest with the products or services discussed in this educational activity. Ms. Winfield can be reached at

    Educational disclaimer: Completing a single continuing education course does not provide enough information to result in the participant being an expert in the field related to the course topic. It is a combination of many educational courses and clinical experience that allows the participant to develop skills and expertise.

    Image authenticity statement: The images in this educational activity have not been altered.

    Scientific integrity statement: Information shared in this CE course is developed from clinical research and represents the most current information available from evidence-based dentistry.

    Known benefits and limitations of the data: The information presented in this educational activity is derived from the data and information contained in the reference section.

    Registration: The cost of this CE course is Free for 1.5 CE credits.

    Cancellation and refund policy: Any participant who is not 100% satisfied with this course can request a full refund by contacting Endeavor Business Media in writing.

    Provider information:

    Dental Board of California: Provider RP5933. Course registration number CA code: 1.5-5933-22213. Expires . “This course meets the Dental Board of California’s requirements for 1.5 units of continuing education.”


    Endeavor Business Media is a nationally approved PACE program provider for FAGD/MAGD credit.
    Approval does not imply acceptance by any regulatory authority or AGD endorsement.
    11/1/2022 to 10/31/2024.
    Provider ID# 320452
    AGD code: 550


    Endeavor Business Media is designated as an approved Provider by the American Academy of Dental Hygiene, Inc. #AADHPNW (January 1, 2022–December 31, 2024). Approval does not imply acceptance by a state or provincial Board of Dentistry. Licensee should maintain this document in the event of an audit. AADH code:


    Endeavor Business Media is an ADA CERP–recognized provider.

    ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of dental continuing education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

    Concerns or complaints about a CE provider may be directed to the provider or to CERP at



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