Bluefin Case Study

Practical help from profiling

How Zentano helped an under-pressure manager to be more assertive

The Challenge

Dawn Mealing, Head of Investment & Client Proposition at Bluefin Wealth Management, was experiencing frustrations and pressure at work. This was due in part to her being a member of a leadership team that was not aligned behind a common vision and whose members had conflicting views and agendas.

Dawns friendly, diplomatic, careful and logical approach to her work was often not respected in the competitive, male dominated environment she was working in. Dawn needed to find a way to be more assertive and to look after her well-being.

The Solution

Dawn had recently been given an unsatisfactory debrief of her personal DISC profile. She had hoped this would give her some practical value, to identify ways to be more influential and assertive at work. Dawn asked Dave Morris for help and for a second debrief of her profile.

Dawn was able to gain a fresh perspective and pinpoint the strengths she brought to her role and also areas where modification of her behaviour might prove useful.

Dawn commented: “Your approach was easy to identify with and you gave me practical insights into how to apply techniques to different work situations to enable me to be more influencing and less fearful in work situations – even though we only had one hour.  You were very engaging, and you were ‘listening’ (as opposed to just ‘hearing’) and therefore able to have a more relevant discussion.

“With you it was more business-like, contextual and practically orientated”.

Your approach was easy to identify with and you gave me practical insights into how to apply techniques to different work situations to enable me to be more influencing and less fearful in work situations – even though we only had one hour. You were very engaging and you were ‘listening’ (as opposed to just ‘hearing’) and therefore able to have a more relevant discussion. With you it was more business-like, contextual and practically orientated.

Dawn Mealing, Bluefin Wealth Management

DISC profile feedback session

The Result

Dawn gained increased confidence from the insights she gained and began trying new approaches, aligning to the different styles of her colleagues. This enabled her to become more assertive and influential around the changes being introduced to the Bluefin proposition and investment strategy.