Importance of Financial Advisors Let's go through the role of a financial advisor such as the role of a fitness coach. All of us understand the significance of being fit and healthy, but we often drop out of our regime because of insufficient discipline, paucity of time and unawareness of how to proceed next. That is where in fact the role of an instructor comes in. A coach's role is to make sure you tirelessly work towards your goal. He keeps an eye on your own workout regime, regulates your diet and carefully monitors your progress.