They do report, however, that financial and estate planning are important to them. Independents - invest as a way to gain freedom. Investing is a necessary evil in order for them to be secure. The allocation has to be more than pie charts - they want to know why they should do what you are recommending. The Anonymous - believe their business is their business only.
Confidentiality is critical, and they are risk averse.
They will consolidate their business with one to two financial advisors because they simply do not want many people knowing their business. Annuities interest them because tax planning is important. Tax-efficient investing is a hot topic with this group. Moguls - relate being rich to having power. They see money as equating to control which equates to influence which then equates to personal power.