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An Introduction: The Third Party Marketing Business ___________________________________________________________________________________________________________________ 2 _____________________________________________________________________________________________________________________ Third party marketers work with investment managers to improve their sales and marketing process and increase assets under management. The best firms specialize in matching clients with financial intermediaries - consultants, multi-managers, sub-advisory firms - and institutional investors, such as public and corporate pension funds, and endowments. 3PM firms seek to accomplish this mission by developing an investment manager’s unique story, creating a marketing plan and sales materials, and managing the sales cycle from start to finish. For additional EBooks in this series, please see: Third Party Marketing: Getting Started Third Party Marketing: Structuring a Successful Relationship Outsourced Sales and Marketing Solutions for Investment Managers
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