Importance of Financial Advisors Let's go through the role of a financial advisor just like the role of a fitness coach. All of us understand the importance of being fit and healthy, but we often fallout of our regime as a result of not enough discipline, paucity of time and unawareness of how to proceed next. This really is where in fact the role of an instructor comes in. A coach's role is to make certain you tirelessly work towards your goal. He keeps a watch on your workout regime, regulates your diet and carefully monitors your progress.