Importance of Financial Advisors Let's consider the role of a financial advisor such as the role of a fitness coach. Most of us understand the significance of being fit and healthy, but we often drop out of our regime as a result of not enough discipline, paucity of time and unawareness of what to do next. This is where the role of a coach comes in. A coach's role is to make certain you tirelessly work towards your goal. He keeps a watch on your own workout regime, regulates your diet plan and carefully monitors your progress.