Leadership Assessments for Executive and Organizational Development

Assessments that create clarity, not labels.

Start With the Right Assessment

Case Study: Building Stronger Collaboration Across a Distributed Financial Services Team

Client Backdrop

A growing private financial credit firm with a mix of co-located and remote employees wanted to strengthen collaboration across teams, functions, and locations as the organization scaled.

Challenge

As teams expanded, differences in communication and decision-making styles became more visible. While performance was strong, collaboration was inconsistent and often depended on individual awareness rather than a shared approach.
The organization needed a way to:

  • Create a common language for working across differences
  • Reduce friction without slowing execution
  • Support more intentional communication in everyday work

OUR Approach

Ama La Vida delivered a highly interactive DiSC® workshop designed around real work relationships and scenarios.

The experience helped participants:

  • Build awareness of their own DiSC style
  • Understand how others experience communication, feedback, and decisions
  • Practice “style flexing” strategies through guided breakout discussions
  • Translate insight into actions they could apply immediately

Participants received DiSC reports, practical job aids, and team-generated strategies to support continued application after the session.

 

IMPACT

The session drove strong engagement and immediate relevance:
  • 9+/10 average ratings for engagement, relevance, and overall value
  • Increased understanding of colleagues’ 
work styles
  • More productive conversations across teams and locations
  • Clear, practical strategies for working together more effectively
Follow-up reinforcement encouraged participants to put insights into action, supporting sustained learning beyond the workshop.
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