Importance of Financial Advisors Let's look at the role of a financial advisor such as the role of a fitness coach. All of us understand the importance of being fit and healthy, but we often drop out of our regime due to not enough discipline, paucity of time and unawareness of how to proceed next. This is where in fact the role of a coach comes in. A coach's role is to make certain you tirelessly work towards your goal. He keeps an eye on your workout regime, regulates your diet plan and carefully monitors your progress.