Importance of Financial Advisors Let's go through the role of a financial advisor such as the role of a fitness coach. Most of us understand the importance of being fit and healthy, but we often drop out of our regime because of lack of discipline, paucity of time and unawareness of what direction to go next. That is where in actuality 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 own workout regime, regulates your daily diet and carefully monitors your progress.