Importance of Financial Advisors Let's go through the role of a financial advisor like the role of a fitness coach. All of us understand the importance of being fit and healthy, but we often fall out of our regime because of insufficient discipline, paucity of time and unawareness of how to proceed next. This really 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 in your workout regime, regulates your diet plan and carefully monitors your progress.