RIA Edge Nashville 2026

Productization Is the
New Operating Model

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Erica Landry Keynote at RIA Edge Nashville

Erica Landry, Chief Marketing Officer at SoftPak Financial Systems, will be delivering a keynote at RIA Edge Nashville, addressing one of the most critical challenges facing RIAs today: scaling effectively in an increasingly complex environment.

The session will focus on:

  • Scaling advisory businesses without increasing headcount
  • Navigating operational complexity at growth stages
  • Adopting structured, system-driven workflows
  • Building scalable, repeatable service models
With a focus on productization as the foundation for scalability, this keynote will explore how leading firms are evolving their operating models to support sustainable growth.
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Meet Our Team at RIA Edge Nashville

Erica

Erica Landry

Chief Marketing Officer
Leads marketing, brand, and PR at SoftPak Financial Systems, driving strategic growth and positioning. With over 13 years of experience, she has scaled brands into market leaders, including leading growth initiatives at Bright Horizons.
christopher

Christopher Stewart

Director of Client Relations
Leads client relations at SoftPak Financial Systems, overseeing support, education, and sales. He works closely with RIAs to align operational needs with scalable solutions, bringing experience from EMC, More Solutions, and a strong technical and business background.

What We’re Discussing at RIA Edge Nashville

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The Scalability Challenge Facing RIAs

As firms grow, increasing complexity creates operational strain, making it difficult to maintain efficiency, consistency, and capacity.

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Why the Traditional Model Breaks at Scale

Advisor-dependent processes and manual workflows create bottlenecks, limiting a firm’s ability to grow without adding headcount.

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What Productization Looks Like in Practice

Leading RIAs are structuring services into repeatable, scalable models, enabled by technology, automation, and centralized workflows.

Meet Us at the Event

Let’s Connect at Booth #4

At RIA Edge Nashville, SoftPak Financial Systems will be engaging with firms on:

  • Scaling advisory businesses without increasing headcount
  • Reducing operational complexity
  • Automating rebalancing and tax-aware workflows
  • Structuring services into repeatable, scalable packages
  • Enhancing client experience through consistency and transparency
Book an Appointment

Book a Meeting with SoftPak Financial Systems

Schedule time with our team during the event to discuss how your firm can scale more effectively.

Fill out the form to reserve your meeting

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