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 fallout of our regime because of not enough discipline, paucity of time and unawareness of what direction to go 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 an eye fixed on your workout regime, regulates your diet plan and carefully monitors your progress.