This document outlines how to structure a successful relationship between third party marketers (3PMs) and investment managers. It discusses the common characteristics of failed relationships, such as red flags, misconceptions, and warning signs. The document also describes the characteristics of quality relationships, including the basic requirements for long-term partnerships, such as shared values between the 3PM and investment manager.

1. Third Party Marketing
Outsourced Sales and Marketing
Solutions for Investment Managers
Presented By
Structuring a
Successful
Relationship

2. An Introduction:
The Third Party Marketing Business

3. Relationship Terms for 3PMs
and Investment Managers

5. The Common Characteristics
of a Failed 3PM Relationship

7. Red Flags, Misconceptions,
and Warning Signs

8. The Characteristics
of a Quality Relationship

9. The Basic Requirements for a
Successful Long-Term Partnership

10. Our Values:
About Arrow Partners

11. Managing Principals

12. To Learn More About
Third Party Marketing