Importance of Financial Advisors Let's look at the role of a financial advisor like the role of a fitness coach. Most of us understand the importance of being fit and healthy, but we often fall out of our regime due to lack of 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 sure you tirelessly work towards your goal. He keeps an eye on your workout regime, regulates your diet plan and carefully monitors your progress.