How to Balance Client Work, Biz Dev, and Shiny Objects
Behind the Agency Podcast with Bryan Gearin, Ricochet Digital Marketing
TL;DR – Key Takeaways
Bryan runs Ricochet Digital Marketing, focused mostly on home services, with some work for restaurants/bars/breweries (especially newsletter-related).
Services span web dev, lead gen (Google Ads, Facebook ads), Google Business Profile, email, and even targeted direct mail.
His first real growth spurt came from a simple move most agency owners overthink:
Join the local Chamber of Commerce
Run a Lunch & Learn
Teach, don’t pitch
Result: 15 attendees → 8 meetings → 4 clients
The “secret sauce” wasn’t some fancy funnel. It was authority + trust, earned fast.
His stance on presenting is worth stealing:
give away the “kitchen sink”
small business owners won’t implement anyway
they just need to trust you know what you’re doing
then make a soft offer at the end: free consult / coffee
He started industry-agnostic and only recently started leaning into a niche.
Not because “niching is always best”
More because the niche kind of found him through real life + recurring patterns (home services needing better websites).
Big belief: spending money on lead gen while your website sucks is like sending customers to a closed store.
Bryan’s bias: in-person relationships close and retain better (especially in Midwest markets).
His most recent client came through referrals, still his #1 source.
But his “top 3” growth levers right now: networking, presentations, SEO/inbound.
Honest founder moment: the biggest biz dev challenge isn’t strategy—it’s attention.
balancing client work
co-hosting a podcast (Millionaire University, ~600,000 people/month reach)
and the classic: shiny object syndrome
On the long-term: he’s open to either building a “steady legacy business” or an eventual exit, depending on how life and opportunities shake out.
His CTA is consistent and low-friction:
LinkedIn or email
free consult
“I’ll buy you coffee” vibe (even digitally)
Meet the Guest
Bryan Gearin is a direct-response marketer and growth advisor, and the guy behind Ricochet Digital Marketing.
If you stripped down his whole philosophy, it’s basically:
Get the fundamentals right.
Show up like a real human.
Stay in touch.
Don’t send paid traffic to garbage.
Which… honestly… would fix a lot of “marketing problems” in the small business world.
Episode Summary
1) How Ricochet started (and what they actually do)
Bryan started Ricochet about 7 years ago with a tight offer: Facebook Lead Gen ads for small local businesses.
He spotted a gap:
massive platform
cheap attention (at the time)
local businesses not using it well (or at all)
Over time, Ricochet expanded into a fuller toolkit:
web dev
Google Ads + lead gen
Google Business Profile management
Facebook ads
email marketing
targeted direct mail
Not every client buys everything — they “pick and choose” based on need and budget.
2) The first clients: LinkedIn prospecting… then the Chamber talk that changed everything
Bryan’s technical first client came from LinkedIn prospecting.
But the bigger early win was local networking.
He joined his Chamber of Commerce near Cincinnati. The Chamber president basically said:
“People ask about this stuff all the time, and we don’t have anyone to refer them to.”
So Bryan did a Lunch & Learn:
15 business owners attended
8 meetings booked
4 clients closed
That’s a wildly good conversion rate, and it happened without any “funnel.”
Just showing up and being useful.
3) Presenting without being cringe: teach hard, pitch soft
This part was my favorite because it’s the opposite of what most people do.
Bryan got coached to treat the talk like:
education
authority building
trust building
Not a pitch-fest.
He basically gave away the “kitchen sink,” because:
most local business owners won’t implement anyway
but they will remember the person who made it make sense
Then he made one small offer at the end:
shameless plug
quick overview of services
“If you don’t have time/desire/knowledge, I’ll buy you coffee and do a free consult.”
And it worked.
Practical takeaway:
If you ever get a speaking slot and you spend it pitching… you’re wasting it.
People don’t trust pitches.
They trust competence.
4) Niching down: the “riches are in the niches” myth (and why Bryan’s take is healthier)
Bryan’s honest here, and I respect it.
He’s not a religious zealot about niching.
He’s basically saying:
I like working with good people
I want long-term relationships
if they’re cool and get marketing, I’m happy—even if they’re not perfectly in my niche
At the same time, home services started pulling him in because:
he personally experienced the buying journey (stuff broke at home)
he saw recurring patterns in what those businesses needed
And the big unlock was web dev.
He realized:
the website is the foundation
Running lead gen to a bad site is like:
“a closed storefront”
That analogy is so obvious… but tons of agencies still ignore it because they want to sell ads first.
5) In-person vs virtual: the trust multiplier
Bryan’s a “shake hands” guy.
And he sees a real advantage with local clients:
he can visit the office
take them to lunch/beer
do quarterly in-person check-ins
He also sees that prospects really value it:
“It’s great to talk to a marketing person who’s actually here.”
Now, you can absolutely sell and retain clients remotely. Bryan agrees.
But his point is: if you can do in-person, it often accelerates trust.
6) The real retention lever: communication (and the dating analogy)
Bryan hears the same complaint from prospects over and over:
“I never saw ROI… or couldn’t track it.”
“Nobody talked to me.”
“I got passed to an account rep and never knew what was going on.”
So his differentiator is not just tactics—it’s staying in touch:
check-in emails
reporting when good things happen
owning when bad things happen
texting some clients weekly if they want high-touch
Then he drops the analogy:
If you go months without talking…
something’s wrong.
Same with clients. Same with dating.
It’s simple, but it’s real.
7) Biz dev today: referrals + networking + talks + inbound
His most recent client came through referral.
Referrals are still his #1 source, but he’s clear-eyed:
referrals alone won’t grow the business as fast as he wants
So his top three focuses:
in-person networking (and online networking via masterminds)
presentations (still a go-to)
SEO / inbound (after rebuilding his website)
And he openly admits:
my biz dev could use improvement
That honesty is refreshing because most agency owners pretend they’re “too busy” when really they’re just not being deliberate.
8) The tension: client work vs biz dev vs… a whole second business
In addition to Ricochet, Bryan is also involved in Millionaire University, where he co-hosts a podcast reaching about 600,000 people/month.
That’s huge reach, but it’s also time.
And this is where he says the quiet part out loud:
Entrepreneurs get shiny object syndrome.
Even when the “objects” are good.
So sometimes biz dev gets left behind—not because you don’t know what to do, but because you’re juggling too many plates.
9) Future: exit vs legacy business (he’s open)
Bryan goes back and forth:
build a steady business that can run a long time
or grow it into something sellable in 5–10 years
He frames the reality of selling an agency pretty plainly:
you’re largely selling the client book
and maybe the team/system that keeps it running
No urgent plan to sell soon, but he’s open depending on what opportunity shows up.
Notable Quotes / Moments
“Do not look at this as a pitch… it’s an opportunity to educate and position yourself as the authority.”
“It’s hard to run lead gen to what’s essentially the equivalent of a closed storefront.”
“I’m a marketing company guy, but really, at heart, I’m a customer experience guy.”
“It’s kind of like dating… if you go months without talking, something’s wrong.”
“Truth serum… shiny object syndrome affects just about every entrepreneur.”
Connect with Bryan
LinkedIn (he’s active and easy to reach)
Email: brien@ricochetdm.com
He also offered a free consultation (and will “digitally buy you coffee”).
