Importance of Financial Advisors Let's consider the role of a financial advisor like the role of a fitness coach. We all understand the importance of being fit and healthy, but we often drop out of our regime due to insufficient discipline, paucity of time and unawareness of what direction to go next. This really is where in fact the role of a coach comes in. A coach's role is to ensure you tirelessly work towards your goal. He keeps an eye on your workout regime, regulates your diet and carefully monitors your progress.